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Smith & Williamson Family Office

Smith & Williamson Family Office

http://www.sandwfamilyoffice.com/

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Smith & Williamson Family Office | sandwfamilyoffice.com Reviews

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Smith & Williamson Family Office

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1

Shaping your family’s financial strategy - What we do

http://www.sandwfamilyoffice.com/family-financial-strategy

Tel: 020 7131 8200. Shaping your family s financial strategy. Shaping your family s financial strategy. Each family member will have his or her own financial priorities and mandates. We can help them to define and plan for these. Individual requirements can then be reflected in a comprehensive strategy to make best use of your family’s wealth. Our approach is to learn about your family, understand your financial objectives and, together, decide on an overarching financial strategy. New research from a su...

2

Planning for succession - What we do

http://www.sandwfamilyoffice.com/planning-for-succession

Tel: 020 7131 8200. To plan for succession, we work with you to set out a clear vision of what you are trying to achieve and the means to bring this about. We see this as a key part of the family office role. Succession planning can involve some complex issues. With the right structure in place, you and your family can make important decisions concerning:. The destination of the current generation’s wealth. Appropriate vehicles to achieve this. Investment decisions that need to be made. New research from...

3

Financial planning for future generations - What we do

http://www.sandwfamilyoffice.com/financial-planning-generations

Tel: 020 7131 8200. Financial planning for future generations. Financial planning for future generations. Financial planning for the next and future generations should begin early. Assisting you through the intricacies of estate planning and the complex tax issues involved, we can help you manage expectations among the younger generations. This may well form a critical part of your family’s overall financial strategy and plan. Reviewing it annually to ensure it is up to date is important. Who to talk to.

4

Philanthropy and charitable giving - What we do

http://www.sandwfamilyoffice.com/philanthropy-charitable-giving

Tel: 020 7131 8200. Philanthropy and charitable giving. Philanthropy and charitable giving. Philanthropic objectives are often included as part of a family’s financial strategy. Most families have positive experiences of charitable giving. But research shows that some may be put off by the, sometimes tortuous, administration or fear of being actively pursued by charities. Philanthropy: creating a lasting impact. How to structure a planned and targeted approach to giving. Available as PDF download.

5

Protecting and enhancing family wealth - What we do

http://www.sandwfamilyoffice.com/protecting-family-wealth

Tel: 020 7131 8200. Protecting and enhancing family wealth. Protecting and enhancing family wealth. Wealthy families often see the benefits of a family office to act as custodian of their assets and financial affairs. Many recognise the advantages of having a team of trusted advisers in place to help protect and enhance the family’s wealth over the long term. Planning for your family s financial future. Available as PDF download. Available as PDF download. Part 2: Running your family meeting. Smith and W...

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smith.williamson.co.uk smith.williamson.co.uk

Private client tax services - Our services - Smith & Williamson - Investment, accountancy and tax services

http://www.smith.williamson.co.uk/private-tax

Private client tax services. See what Joss Dalrymple. Can do for you. Private client tax services. Individuals with specific tax needs. Tax breaks to support business growth. Tax services to businesses. Buy-to-let property and landlords. Tax self-assessment: 31 July tax payment on account. Chris Kenny named Investment Manager of the Year and Smith and Williamson shortlisted as Accountancy and Private Wealth Manager Firm of the Year. Two named in Accountancy Age's 35 under 35.

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A selection of our recent engagements. - Precedent

http://www.precedent.com/our-work/clients

We support your digital future. We lead digital transformations. We craft amazing web and mobile experiences. We create and evolve innovative brands. We build powerful campaigns. We host and optimise websites. CX - Delivering great customer experience through digital. Doing more with less The Third Sector and the Digital Customer Experience. Membership - Redefining the member experience with IMPACT. Digital Transformation - the anatomy of a digital experience. Mobile Experience - whats the right approach?

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Smith & Williamson Family Office

Tel: 020 7131 8200. Smith and Williamson Family Office. Smith and Williamson is one of the UK's leading independently owned private client houses. For more than a century, a major part of our business has been the provision of wealth management services to ultra high net worth families, their trusts, and their family companies. Helping you protect and enhance your family's wealth over the long term. Commercial, financial and taxation expertise to manage your family's business interests. By continuing to ...

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