Smith & Williamson has been looking after the financial affairs of individuals, families and businesses for more than a century. We aim to deliver imaginative yet pragmatic advice and solutions tailored to your individual circumstances. We achieve this by taking the time to get to know you and to understand your objectives, needs and aspirations, as well as the longer-term challenges you’re likely to face.
Our approach is the same regardless of whether you’re an individual, family or business client, although these interests are often intrinsically linked. We act as a trusted adviser to help you grow, manage and preserve wealth.
Through working with 170 landed estates and 1,500 trusts UK wide, our dedicated team is close to the issues that matter to our clients and the array of complex, and often competing, priorities they face today.
Using this knowledge, our partner-led teams take an experienced and holistic view of the opportunities and risks presented to landowners, helping you to implement effective long term strategies. In many cases, the performance and sustainability of a landed estate can be greatly enhanced by maximising alternative sources of income, efficient investment structuring and the robust management of tax liabilities and liquidity requirements.
Clients ranging from large, historic family estates to more recently-acquired landed estates, family-owned rural businesses and farms benefit from our multi-disciplinary advice covering:
Bringing together this expertise under one roof means that we can bring new energy to landed and rural estates, helping you to preserve the best of their heritage by planning effectively for the future.