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Preserving and growing your wealth

How we support you

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

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

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.

Personal Services

Services

We offer investment management, tax advisory, personal financial planning and banking services to private clients.

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Family Office Services

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

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
Article

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.

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