Assurance and accounting
Ensuring you have effective and accurate financial systems and controls in place to meet your business and compliance requirements is critical to your success.
Services
Smith & Williamson work with businesses and professional advisers to help them achieve their, and their clients’, goals.
Through our accountancy, investment management and tax advisory offering, we support a range of business clients from intermediaries, trustees, small businesses and start-ups, to quoted multinational groups.
Our services
Meeting your needs
Financial modelling
Preparing business plans, supporting fundraising ambitions and assisting in business sectors where specialist regulatory knowledge is required.
Tax compliance
Helping you with your tax compliance needs, including preparing or reviewing tax returns and provisions.
Entrepreneurs
We work with entrepreneurs and management teams at every stage of the business lifecycle.
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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
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Law Firm Survey 2018
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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.
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Investment Outlook January 2019
Looking ahead to 2019, the global economy is undergoing growing pains.