S&W Company Synopsis for Solicitors for the Elderly Conference – 21 June 2018

Smith & Williamson is a leading, independently-owned provider of investment management, tax and financial planning services to private individuals and corporate clients. This multi-disciplinary service, provides a joined up, integrated approach for our clients with multiple requirements.

Investing for Later Life

Through years of experience in later life planning and providing services to the elderly, Smith & Williamson understands the importance of being able to work closely with appointed Deputies and those with Powers of Attorney, in order to satisfy the needs of your client. Furthermore, we understand that with both the cost of care and life expectancy rising, in the current low interest rate environment, there is a need to move away from a more traditional cash strategy and create a diversified investment portfolio.

Financial Services and Investment Management

Smith & Williamson is well positioned to provide clients with an all-encompassing investment service, by combining the expertise of our Investment Management and Financial Services teams, if required. We believe clients are individuals and therefore require a bespoke portfolio to meet their long term investment objectives. Alongside the management of this portfolio, our Financial Services team provides detailed financial planning to ensure our clients receive the long term service and expert advice that they need.

Smith & Williamson is ranked as a Top 10 Accountancy practice (Accountancy Age, 2017) and our investment management business has over £20bn of funds under management and advice (as at 31 December 2017). We operate from 12 offices across the UK, Ireland and Jersey.

If you would like to find out more about our services, please contact Sharon Hanshaw at Sharon.hanshaw@smithandwilliamson.com or phone 020 7131 8214 www.smithandwilliamson.com

The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested.

Smith & Williamson Investment Management LLP. Authorised and regulated by the Financial Conduct Authority. Smith & Williamson LLP Regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. A member of Nexia International. Smith & Williamson Financial Services Ltd Authorised and regulated by the Financial Conduct Authority.

This content has been approved as a financial promotion by Smith & Williamson Financial Services Ltd. The Financial Conduct Authority does not regulate all services referred to in this document. © Smith & Williamson Holdings Limited 2016.