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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AIM portfolio service
Cunningham Coates Stockbrokers’ AIM portfolio service is designed to provide clients with an opportunity to reduce the inheritance tax payable by their estates on death, while maintaining access to their capital.
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
Smith & Williamson Holdings Limited interim statement for the six months ended 31 October 2011
Our interim statement for the six months ended 31 October 2011.
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.
Report and financial statements for the year ended 30 April 2011
Smith & Williamson Holdings Limited report & financial statements for the year ended 30 April 2011.
The 2011 Budget brochure - March 2011
Click on the link below to view our full report.
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.
Smith & Williamson Holdings Limited interim statement for the six months ended 31 October 2010
Our interim statement for the six months ended 31 October 2010.
Report and financial statements for the year ended 30 April 2010
Smith & Williamson Holdings Limited report & financial statements for the year ended 30 April 2010.
Budget brochure June 2010
Click on the link below to view our full report.