Executive financial consulting
Who would find this service useful?
A service for companies and employers looking to assist their busy executives and senior management by providing a complete package of financial services with Smith & Williamson liaising directly with the company but providing a personal service to the executives; in effect a "family office" for the company.
A similar service can also be provided to the corporate executives directly with no involvement from the company.
What we can offer our clients
We can provide a full breadth of personal tax planning services ranging from income tax compliance for the executive to inheritance tax solutions for the family.
Specifically, this can include:
- completion of family tax returns
- one on one meetings
- production of family asset summaries detailing family wealth
- trust administration
- proactive tax advice
- project management to implement planning strategies
- company wide tax planning initiatives
We are happy to liaise directly with the company as much or as little as is required. Fee arrangements can also be made to allow the company to settle some or all of the costs involved providing a real benefit to the executive.
Who we work with
Private Client Tax Services works closely with other departments at Smith & Williamson in order to provide the full financial service for the executive and the company. This includes:
- tax efficient remunerations planning
- financial planning including mortgage, life assurance and pension advice
- advice on the tax efficient investments available in the market
- investment advice and planning including school fees and wealth management
- banking services
- a full range of corporate services to assist the company itself
FAQs
To find the answers to a number of frequently asked questions about this subject visit the FAQs on the right hand side of this page.
Contact us
Should you require assistance in this area or require further information on the services Smith & Williamson can provide, please contact:
email: Frank Akers-Douglas
tel: 020 7131 4232
email: James Hender
tel: 020 7131 4161
