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Personal financial planning - Publications

Pre-Budget Report brochure 2008

The Chancellor presented his Pre-Budget Report (PBR) on 24 November 2008. Click below to view our PBR brochure.

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Corporate brochure

Selecting the right adviser for business or personal financial affairs can be a difficult decision. Our aim on these pages is to ease that decision and to demonstrate why Smith & Williamson may be the right choice for you. Find out more...

419 KB

Pensions and divorce - specialist advisers to family lawyers

Smith & Williamson advises the legal profession on all aspects of pensions for ancillary relief proceedings and the collaborative law process.

259 KB

Enabling entrepreneurs

Click below to download our entrepreneurs' brochure - for entrepreneurs, growth companies and their advisers.

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Pension and IHT review service

Do you know how much income you will receive when you retire and what would happen to your fund if you died before retirement?

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Financial & tax planning - Summer 2008

In this issue: Inheritance tax planning :: Investing for gains not income :: Multi-manager investment solutions :: Remittance basis of taxation :: Self-investment of protected rights :: Lifecycle of a Smith & Williamson Family SIPP :: Investing new-found wealth :: Corporate benefits from the employee's perspective :: The Taxpayers' Charter Investment outlook :: Pension protection

1 MB

Guide to ISAs

ISAs are now permanent and less complicated. The individual annual limit has increased to £7,200 and the new rules allow for more flexibility.

829 KB

Budget 2008 brochure - 12 March 2008

This was Alistair Darling's first Budget. Click below to view our full report

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Personal financial planning flyer

There is no substitute for sound financial planning. Our personal financial planning specialists provide high-quality bespoke financial advice on a wide range of issues.

313 KB

Pre-Budget Report 2007 - October 2007

Alistair Darling presented his first Pre-Budget Report to the House of Commons on Tuesday 9 October. Click below to view our full report.

384 KB