Member Details

Smith & Williamson is one of the leading independent investment management, financial advisory and accounting groups in the UK, with over 1,250 people operating from 10 offices. The firm offers an unusually wide range of services to both individuals and corporate clients. Its corporate services include audit, forensic accounting, transaction support, corporate finance, restructuring and recovery, corporate tax and a range of services to professional practices. Its private client services include investment management, individual tax advice, trusts, pensions and financial planning and private banking. Its Tax Efficient Solutions department offers a comprehensive range of high-quality products and services to fully shelter the three principal taxes- income tax, capital gains tax and inheritance tax. These include statutory schemes such as Venture Capital Trusts and Enterprise Investment Schemes, a range of portfolio services, film partnerships, property investments and bespoke companies for individuals.