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Founded over a century ago, Smith and Williamson are a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 11 principal offices in the UK and Ireland, 1,500 people and an international capability in over 100 countries, their primary aim is to help clients achieve their financial ambitions.
|Contact person||Investment manager|
|Portfolio types||Model, bespoke|
|Composition||Fund, direct, tracker, mixture|
|Tax efficient investments|
|How we charge||Hourly, fixed|
|Typical minimum mortgage|
Dani Glover, head of financial services for London, and Tina Riches, national tax partner at Smith & Williamson, the accountancy, investment management and tax group, highlight some year-end planning issues to consider.
Recent government changes are really shaking up pension planning for medical professionals, but a few simple steps can ensure a fruitful retirement, explains Tom Skinner, senior consultant at Smith & Williamson.
Nick Travis, an associate director at Smith & Williamson, explains his firm’s approach to meeting the wealth management needs of entrepreneurs.
Giving children a helping hand financially is laudable, but needs to be approached sensibly, explains Alastair Barbour, partner in investment management at Smith & Williamson.
Chris Kenny, an investment management partner at Smith & Williamson explains the push and pull factors that make self-directed investors enlist professional help with managing an investment portfolio.
If you haven’t started thinking about it yet, now is definitely the time to get your year-end tax planning affairs in order. Here, Aloysia Daros, senior tax manager, and Thomas Skinner, senior consultant, at Smith & Williamson consider a few key areas to focus on ahead of the end of the tax year on 5 April.
There are shocking levels of bankruptcy among ex-professional footballers. Here, senior executives at Smith & Williamson, the accountancy and investment management group, explain why they have been working to tackle the issue at grass-roots level.