Planning your finances for the future
Your questions answered
Planning your retirement
Regular reviews of your pension arrangements are available to help you decide what’s right for you before, at and during retirement.
Planning your investments
Advising you on appropriate asset allocation across all your investments based on your attitude to risk.
Planning for care in later life
How should I plan for the costs of care in later life or for an elderly relative?
Protecting your family
How will I provide for my family if I die or suffer a serious illness?
Passing on your estate
How can I ensure my loved-ones aren’t left counting the cost when I die?
Our investment philosophy
How can I create a personalised investment portfolio that works for me as I get older?
Investment management – Private clients
How do I ensure my investment portfolio will meet my future financial goals?
Personal financial planning
How do I balance my everyday financial needs with the savings I need for the future?
Tax planning
How can I make sure I won’t pay too much tax in the future on the investments I make now?
Trust and estate planning
Do I need to set up a trust to pass on my estate?
Property tax issues
How can I minimise my tax bill if I sell property in the future?
Tax investigations
How would I deal with an HMRC tax investigation?
Related content
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.
New tax year resolutions
Six specific tax planning areas to consider to kick-start your new tax year resolutions.
Higher earners should use pension allowances before they are lost
What you need to know about carrying forward your annual allowance
Smith & Williamson advises Amiri Construction on succession planning
Smith & Williamson worked with the founder shareholders of Amiri Construction Limited to support their succession plans.
Pensions advice allowance
As part of the newly-introduced pension freedoms, the Pensions Advice Allowance was created to enable scheme members to access financial advice.
Why financial planning needs to go further than the cash flow forecast
Financial planners need to look beyond straightforward forecasting if they are to effectively meet the needs of their clients
Financial education – meeting the changing needs of employees
The link between financial anxiety, stress and lower productivity in the UK is increasingly apparent. Financial education as an employee benefit is on the rise.
ISA rules revamp aids retirement saving options
The ISA regime shake up brings huge opportunities for tax efficient savings. What are the changes and how can they help you?