Dealing with changing financial circumstances

If you’re faced with new financial circumstances or unexpected issues and don’t know who to turn to, here are some of the situations our clients sometimes find themselves in, to help you find a possible solution.

Your questions answered

Managing a divorce

Managing a divorce settlement

How do I ensure the best financial arrangements are in place for my divorce?

International financial planning

How do I deal with my personal finances across different jurisdictions if I move overseas?

Property tax issues

Property tax issues

How can I minimise my tax bill if I’m selling a property?

Tax-efficient savings and investments

How do I make the most of the tax breaks available on investments if I’ve used up my tax-free ISA allowance?

Tax investigations

Tax investigations

What do I do if I’m investigated by HMRC?

Our investment philosophy

How can I create a personalised investment portfolio that works for me if I suddenly come into a substantial sum of money?

Related content

New tax year resolutions

New tax year resolutions

Six specific tax planning areas to consider to kick-start your new tax year resolutions.



Between them, our people have experience of a wide range of businesses, across a number of industries.

Election 2017 - markets post election

How have markets reacted to the result of the election?

Will another political shock affect markets?

Smith & Williamson websites use cookies. Find out about cookies here. By continuing to browse this site you are agreeing to our use of cookies.