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Annual Report and Accounts 2018
Strong group performance for future growth
Investment outlook August 2018
A monthly round-up of global markets and trends
Investment management
Preserving and growing your wealth
How we support you
Entrepreneurs
We work with entrepreneurs and management teams at every stage of the business lifecycle.
Planning your finances for the future
Your financial needs and those of your family will change over your lifetimes. Thinking ahead and planning for changes in the family and your retirement can give you peace of mind that you’re on course for your longer-term objectives.
Protecting and enhancing your wealth
Preserving and growing your own or your family’s financial assets to meet your particular needs requires careful planning and expertise across a range of financial disciplines.
Dealing with changing financial circumstances
In an increasingly complex financial environment, the major milestones of life as well as unforeseen events can bring new pressures and priorities.
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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
Related content
Family office services
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.
Industries
Between them, our people have experience of a wide range of businesses, across a number of industries.
Inheritance tax: a cloud with a silver lining?
Inheritance tax needn’t be a game of snakes and ladders. Julia Rosenbloom, Partner, Private Client Tax Services at Smith & Williamson explores how to navigate the pitfalls.