Family office - Publications
Family wealth management - Winter 2011
In this issue: Preparing for the Finance Act 2012 - Highlights from recent consultation responses and the draft Finance Bill :: Ready for the new tax year? - Use our handy checklist to find out :: Saving for children or grandchildren - The new Junior ISA and other options :: The enduring appeal of gold - A core element in investment portfolios? :: Investment outlook - Eurozone impact on the UK :: Beyond pension contributions - Tax-efficient alternative investments :: Top ten tips for pension drawdown - Getting the best from your scheme :: Pension lifetime allowance changes - Register for fixed protection before 5 April 2012 :: Offshore bank accounts - The UK/Swiss tax treaty :: Awards for Smith & Williamson - Recognition for the investment and tax teams
1 MB Subscribe nowPersonal tax checklist 2011/2012
In advance of the end of the tax year on 5 April 2012, there are a number of planning points that you may wish to consider.
257 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 KBFamily wealth management - Autumn 2011
in this issue: Investment outlook - An update on selected world markets :: Is the status of the US dollar under threat? - The future of the US dollar as the reserve currency - The Asian bubble? - Is there an Asian bubble and is it in danger of bursting? :: Stagflation or deflation? - Examining the UK economy :: Pension alert for higher earners - Avoiding a substantial tax charge :: Avoiding a potential IHT investigation - Executors in the frame as HMRC focuses on IHT :: Reviewing your will - Keeping pace with recent developments :: Principal IHT reliefs - Making the most of IHT reliefs while they’re still available :: Membership of Lloyd’s - The benefits and risks :: Awards - Wealth manager accolades for Smith & Williamson
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