Our sister company Bestinvest has just relaunched
Digital tools, expert advice, low-cost investments and much more
We will soon be changing our name to Evelyn Partners
Having merged our businesses into one, we are now ready to operate under a single brand to offer our clients the best of everything we do.
Investment Outlook May 2022
In the May issue, we discuss how markets are trying to balance slowing growth with rising interest rates.
Doing business in the UK - A guide for fintechs
For those businesses who can see the potential in setting up in the UK, this guide, written by Smith & Williamson and the Department for International Trade, is an important starting point. It gives you guidance on establishing a business in the UK, the UK’s tax regime, as well as company rules and incentives. We hope it marks the start of your business’s new life in the UK.
Enterprise: Adventuring Entrepreneurs
In this issue, we focus on those entrepreneurs that have embarked on extraordinary journeys, engaged in extreme sports or built businesses with adventure at their core.
Autumn Budget 2021
Analysis and commentary from Smith & Williamson’s team of experts, identifying the key changes and outlining the practical implications for you and your business.
Law Firm Survey 2021
This time last year, law firms faced an uncertain future. Forced to take drastic action to shore up cash flow, confidence took a knock and many legal firm leaders were unsure about the sector that would emerge from the crisis. Our law firm survey for 2021 shows that many firms have weathered the storm better than expected and are looking to the future with confidence.
Top 50 UK law firms: accounts analysis
The pandemic presented law firms with their greatest challenge in a generation. For the most part, our analysis, compiled with Law.Com International, of the latest set of filed accounts for the top 50 UK law firms for 2019-20 suggests that despite the pandemic arriving only just prior to their year ends, they were impacted.
Our Responsible Investing survey
A look at investors’ priorities when it comes to responsible investing.
Family Business Survey 2020/21
This survey is the latest in our biennial series examining the pressing themes of family owned businesses.
Entrepreneurs Hall of Fame
Meet the entrepreneurs who have aimed higher and worked smarter.
Welcome to Smith & Williamson
For over a century, we have managed the financial affairs of private clients and their business interests. With over 1,700 people in 11 offices in the UK, Ireland and Jersey, we are a leading investment management business and one of the UK’s ten largest accountancy firms. Clients, whether individuals or companies, value our ability to provide tailored financial and professional services to enable them to achieve their ambitions.
Fraudulent activity
We are aware of certain fraudsters impersonating Smith & Williamson and using our name for potentially fraudulent activities. Click to view additional information.
How we can help you
We offer a wide range of private client wealth services to support you. From planning for the future, to leaving a legacy, to helping you with changing circumstances such as divorce or later life care, we bring together the knowledge and expertise of more than 1,400 people. We think deeply about the right solution for you, taking input from across the business, but with a single, senior point of contact. We believe this personal, thoughtful approach sets our business apart.
Preparing future finances
To start planning for the future you need both practicality and vision. We can help navigate today’s regulation and financial markets to build wealth for tomorrow.
Transferring wealth
It can be unnerving to picture the world after you’re gone. No-one wants to leave their loved ones behind. But there are certain steps you can take to help ensure they are looked after.
Managing life's changes
As life takes its different courses, we can help you with a range of services to navigate unpredictable and changing circumstances and, ultimately, support you when you need it most.
Family Businesses
We are an experienced guardian of a family’s assets and financial affairs, acting for clients including entrepreneurs and long established families with substantial private capital and varied business interests.
How we can help your business
Whether you need support on acquisitions or to raise funding, we have an unrivalled network to help you achieve your strategic goals. We offer a range of services to sustain growth or secure an exit. Our expertise covers international expansion and new markets, but also trade sale advice, IPO support and financial planning post-exit. At each stage, we think about the solution that fits your particular needs, drawing on the knowledge of the whole business.
Entrepreneurs
We work with entrepreneurs and management teams at every stage of the business lifecycle.
Expanding your business in to the UK
We deliver high touch, high quality, bespoke solutions to help you confidently expand, consolidate and compete in the UK, offering wide ranging capabilities for your business and its leaders.
Expanding your business internationally
With wide ranging capabilities in over 100 countries we deliver high touch, high quality, bespoke solutions to help both established and scaling businesses expand, consolidate and compete in new markets.
Services for listed companies and corporates
As a leading UK accountancy firm, we act as second provider for many listed companies and corporates, delivering a wide range of advice and services.
How we help professional advisers
Investment management - Funds
As a privately owned, boutique fund management business, we are dedicated to achieving strong fund performance and doing so with integrity. Our regulated funds cover equities, fixed interest and cash.
Investment management - DFM, MPS, AIM
We offer access to a managed portfolio service (MPS) and discretionary bespoke portfolios, drawing from our extensive experience and investment expertise.
Fund administration
Our fund administration team is particularly well placed to provide the range of expertise required in the set-up and ongoing administration of OEICs and AUTs.
Sectors we advise on
We advise clients on many more industry areas than shown here, from bloodstock to landed estates to sports professionals. Click the button below to view all the areas we can help.
Investment management - Charities
Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.
Financial services and markets
Full audit, tax, business outsourcing, fund structuring and specialist risk and regulation services for the financial services sector.
Real estate
Supporting real estate, construction and infrastructure business through effective corporate and financial advice.
Professional practices
Ambitious or cautious, professional practices need an advisor who understands the complexity and dynamism of their often mature, highly regulated, business environments.
Technology
Supporting technology company success through technical expertise, industry insight and valuable strategic advice.
Sports, media and entertainment professionals
Managing the financial affairs for a wide range of professionals, organisations and governing bodies.