Publications

We publish a range of printed material to keep you up to date with issues relevant to your individual and business needs. You can download current or archived newsletters, flyers and brochures and request hard copies of books. (Certain books carry a charge, but we will advise you where this is the case.)

Weekly tax update - Latest issue

Smith & Williamson produce a weekly tax update. If you would like to receive future tax updates regularly by email please contact Irena Grgona.

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Tax efficient investments - flyer

There are various structures and products available which provide interesting investment opportunities where the downside is mitigated by tax relief. Such investments are often popular for individuals who wish to take advantage of tax planning opportunities in advance of the 5 April tax year-end, but in some instances the tax relief is available, and can be claimed, throughout the tax year.

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Guide to inheritance tax (IHT) - April 2008

This factsheet provides a basic summary of the inheritance tax (IHT) rules.

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Services to the property industry

Property is a dynamic aspect of the UK economy. Our Smith & Williamson Property Group provides bespoke and innovative advice to clients across the real estate sector.

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Resources group flyer

The Smith & Williamson Resources Group focuses on the issues relevant to energy, renewable energy and mining companies. Our aim is to exceed client expectations by bringing together experts from various disciplines who deal with the resources sector.

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EIS portfolio brochure

Smith & Williamson's Enterprise Investment Scheme (EIS) portfolio service is designed to deliver growth, whilst allowing clients to benefit from the attractive tax reliefs available through the EIS.

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Forward thinking - May 2008

In this issue: Business planning in uncertain times, Getting the best from your bank, Risk management and scenario planning, Managing your property costs, M&A market outlook, Corporate tax healthcheck

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The new capital gains tax (CGT) regime - May 2008

This note summarises the main changes and sets down some planning issues for consideration. Note that the changes set down in this briefing will be enacted by Finance Act 2008, which is currently working its way through the parliamentary process and is subject to amendment. This briefing is based on material in the public domain as at 21 April 2008.

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Residence & domicile changes: The new landscape - May 2008

This briefing is based on material in the public domain as at 21 April 2008. It focuses on pitfalls and opportunities that foreign domiciliaries need to be aware of. Our accompanying briefing "Residence And Domicile Changes: Finance Bill 2008 provisions" explains the main changes.

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Domicile and its effect on UK taxation - May 2008

This briefing will set down the key factors to take into account when considering domicile and will summarise the main UK tax implications. The income tax and capital gains tax (CGT) tax regime for foreign domiciliaries summarised in this briefing will be enacted, with effect from 6 April 2008, by Finance Act 2008, which is currently working its way through the parliamentary process. This briefing is based on the Finance Bill provisions which are subject to change.

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