Investment management services - Private client
To us, each client is an individual, with a distinct set of needs, aspirations and time horizons. Our investment management service reflects this uniqueness.
Services
Smith & Williamson offer a range of services for individuals and families
We offer investment management, tax advisory, personal financial planning and banking services to private clients.
Our services
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Scaling-up a business
Guidance on growing a business
Tax incentives for businesses
Tax credits and reliefs for businesses
Evidencing strong financial performance
Auditing and assurance review services
Business planning
Financial modelling for growing a business
Mergers and acquisitions
Advice and support throughout deals
Investment funds
For financial intermediaries
Tax compliance
Help with reviews and reporting for your business
Executive financial counselling
Combined tax and personal financial planning for executives
Investment management for private clients
Investment advice, management and reporting
International financial planning
Tax and investments planning for non-domiciles
Planning for later life
Long term care, tax, investment and successions planning
Passing on your estate
Advice on inheritance planning for trusts and individuals
Tax efficient savings and investments
Assessing the range of tax-efficient savings and investments available
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