Located in the heart of Birmingham’s business district, the Midlands office is one of Smith & Williamson’s largest offices and home to a highly skilled team of tax, accountancy and investment experts.
Priding ourselves on providing a personal service, our focus is on wealth creation, wealth management and wealth preservation. Our locally based tax, accountancy and investment specialists have a personal approach to helping you overcome your challenges and achieve your financial ambition by efficiently managing your wealth and providing bespoke advice to reflect your specific needs.
Our clients include both UK resident and non -UK domiciled individuals, UK and international corporates, SMEs, entrepreneurs, private clients, professional practices and not for profit organisations.
We offer a range of services to drive your growth ambitions including business planning and valuations, acquisitions and disposals, advice on building wealth through property, mergers and de-mergers, solutions for longer-term succession issues and financial planning for exit or retirement.
Our team are well placed to deal with tax investigations, valuation and the personal and corporate tax implications of expansion, growth or sale for businesses and their owners. We provide pragmatic advice for longer-term succession issues and financial planning for exit or retirement, including Inheritance tax, Capital Gains Tax and Trusts.
Our highly skilled investment managers provide bespoke discretionary and advisory investment management for private clients, trustees, charities and smaller institutions, including, offshore portfolio management, trusts, pensions, portfolio management for charities and banking services.
- Investment management
- Accountancy and outsourcing services
- Private client tax and trusts advice
- Corporation tax and transaction tax advice
- Employment tax and VAT advice
- Restructuring and recovery services
- Tax Investigations
- Corporate finance and valuation services
- Forensic services
- Offshore portfolio management
- Personal financial planning, pensions and ISAs
- Portfolio management for charities
Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.