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Publications

We publish a range of printed material to keep you up to date with issues relevant to your individual and business needs. You can download current newsletters, flyers and brochures and request hard copies of books. (Certain books carry a charge, but we will advise you where this is the case.) Please click here to view all Smith & Williamson publications.


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Outlook - February 2012

Our regular briefing looking at the impact of changes in the world markets on investments.

346 KB   Subscribe now

Outlook - January 2012

Our regular briefing looking at the impact of changes in the world markets on investments.

1 MB   Subscribe now

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 now

Outlook - December 2011

Our regular briefing looking at the impact of changes in the world markets on investments.

317 KB   Subscribe now

Junior ISAs - The new tax-efficient savings account for children

Cunningham Coates Stockbrokers will offer a Junior ISA, the new tax-efficient savings account for children, from 1 November 2011.

149 KB

Administration of deceased estates

Cunningham Coates Stockbrokers has the resources and expertise to successfully administer estates of the deceased.

1 MB

Discretionary investment management service

Our discretionary investment management service offers a range of features to clients of IFAs.

1 MB

Operator of collective investment schemes

Our services to investment managers. Smith & Williamson is well placed to provide the range of expertise required in the set up and ongoing administration of open-ended investment companies (OEICs) and authorised unit trusts (AUTs).

162 KB

The 2011 Budget brochure - March 2011

Click on the link below to view our full report.

1 MB

Tax rates and related information 2011-2012

This pocket size card provides full details of the 2011-2012 tax rates, and is ready to order.  Alternatively, click to download a pdf of the Tax rates and related information 2011-2012.

Request a copy