Employee benefits & HR solutions - Publications

Small Self Administered Scheme

Today, with more people than ever living longer, active lives in retirement, the necessity for a well-funded pension scheme has never been greater. For the entrepreneurial company director or senior executive, a Smith & Williamson Small Self Administered Scheme (SSAS) is a tax-efficient vehicle to build financial security in retirement for themselves and their family.

Make it, keep it, grow it.

Making money in business can sometimes be much simpler than keeping it and making it grow. Smith & Williamson’s money mentors can assist with this challenge by offering a tailored complimentary briefing to senior executives.

Briefing note - PAYE Settlement Agreements

A PSA could help reduce time taken for administration and generate goodwill among staff

An end to the default retirement age

The new 65: there isn't one

The Government has confirmed its intention to phase out the default retirement age of 65.  It is therefore essential that employers review their retirement procedures as soon as possible.

Quoted business - Winter 2011/12

In this issue: AIM: sweet 16 - Interview with Marcus Stuttard, head of AIM at the LSE :: Boxing clever - How competitive is the UK patent box regime? :: Investing in infrastructure businesses - Opportunities in India :: EU Prospectus Directive - Changes ahead :: Market watch - An update on the global markets :: UK capital markets - Turbulent times :: Retail bond issues - Matching SMEs with private investors :: Spotlight south-west - The region’s success stories :: Smith & Williamson at work - A selection of client assignments  

Our Southampton services

Smith & Williamson is currently ranked as one of the top ten accountancy firms in the UK (Accountancy magazine, 2011), employing about 1,500 people in ten offices across the UK and Ireland.

We provide financial advisory and accountancy services to mid to large corporates, professional practices, non-profit organisations and private clients.

Enterprise newsletter - for entrepreneurs, growth companies and their advisers - Winter 2011/12

In this issue: Building a world-class company - Tips from our expert panel :: Making the breakthrough - Profile: Piers Daniell, Fluidata :: From entrepreneur to leader - What makes the difference? The UK tax system - Help or hindrance? :: BGF or BFG? - The funding boost SMEs are seeking? :: Funding your business - News and views on a range of finance options :: When will it end? - Preparing for economic growth :: Why sell your business? - A look at the alternatives :: News briefs - Updates for the busy entrepreneur :: From Vision to Exit - A must-have guide for entrepreneurs.

Employee benefits review - Autumn 2011

In this issue: New to the workplace this autumn – the Agency Workers Regulations - The arrival of the new Regulations :: Are you ready to take the stage? - Is your company prepared for workplace pensions reform? :: Pension scheme deficits - a corporate nemesis - A discussion of the issues :: Equalisation of normal retirement dates, a done deal? - Employers with defined benefit pension schemes need to check their position :: Are you paying too much for your administration? - Closing a defined benefit pensions scheme is not the end of the story :: Raising awareness – group income protection insurance - The potential to protect staff and alleviate pressure on the welfare budget :: Tax effective remuneration – not what it used to be - Tailoring remuneration to suit individuals is becoming increasingly important

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...

Enterprise management incentives

An Enterprise management incentive (EMI) is a flexible and tax efficient scheme designed for smaller companies.

Housing association executive reward survey 2011/12

This year’s survey gathers key data on executive and heads of function pay and benefits for group and single association structures. A vital data source for executive and Board decision makers in a challenging year.

Tax factsheet: Pensions: reduction to the lifetime allowance

The lifetime allowance upper limit on the amount of pension and for lump sum from pension schemes that benefit from tax relief is being reduced from 6 April 2012, subject to a ‘fixed protection’ election

Pensions auto-enrolment - 2012 a new horizon

Following a review commissioned by the coalition Government on the 27 October 2010, pensions auto-enrolment was ratified by the department for work and pensions (DWP). The Government is targeting employers that are not offering a qualifying workplace pension scheme (QWPS) and employees who are not saving for their retirement.  Auto-enrolment is the simplest way to quickly get more employed people to save for their retirement.

The commission also recommended that a low-cost default scheme be introduced alongside automatic enrolment to ensure that “supply could meet demand”. The Government will launch a suitable scheme under the banner of NEST (National Employment Savings Trust) which is aimed at those on low incomes.

HR newsflash - Spring 2011

The Department for Business, Innovation & Skills has confirmed that the Default Retirement Age (DRA) will be abolished on 1 October 2011. From 6 April 2011 employers will no longer be able to issue notifications of retirement under the current statutory retirement procedure.

Tax factsheet: Employee share reward reporting

This factsheet highlights some areas for concern regarding the obligation of employers and other “responsible persons” to report certain share related remuneration events to HMRC by 7 July after the end of the tax year.  It covers: share awards; share purchases and certain sales; grants of share options; and certain other share related transactions and events, relating to employees and directors

Enabling entrepreneurs

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