Investment management - private clients - Publications
Outlook - February 2012
Our regular briefing looking at the impact of changes in the world markets on investments.
346 KB Subscribe nowOutlook - January 2012
Our regular briefing looking at the impact of changes in the world markets on investments.
1 MB Subscribe nowSpecialist investment for high net worth women
Most of us are on our own when it comes to saving for our own future and that of our families. Defined benefit pension schemes have been replaced by defined contribution schemes which, while helping us on our way, are unlikely to be sufficient for our future needs. The harsh reality is that, at today’s yields, a capital sum of c.£1m is needed to generate a gross annual income, with scope to grow, of just c.£25,000 (based upon the average yield from a balanced portfolio comprised of 50% blue chip international equities, 50% index-linked gilts, and assuming no capital drawdown).
138 KBOutlook - December 2011
Our regular briefing looking at the impact of changes in the world markets on investments.
317 KB Subscribe nowWealth management - Personal financial planning and investment management services
In these challenging economic times, you need a financial adviser that you can trust.
223 KBCorporate 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...
436 KBCounting the cost of university education
With many universities announcing plans to set fees close to the new £9,000 a year limit, some families are facing a huge bill for their children’s education. If you’re planning ahead to put your children through university you need to be aware of investment and tax issues, while keeping an eye on the economy and the potential impact on investment choices and returns.
144 KBUnit trust and OEIC funds
Following the recent increase in capital gains tax (CGT), an authorised unit trust (AUT) or an open-ended investment company (OEIC) could be a relevant approach for wealthier families today.
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