Briefing Notes

We publish a range of printed material to keep you up to date with issues relevant to your clients’ needs. You can download current briefing notes below.

The Budget - June 2010

The Chancellor, George Osborne, presented his first UK Budget on 22 June 2010 and we have provided some background commentary from our experts through the main Smith & Williamson website here.

Our Budget Report June 2010 brochure is now available. Please click here to download the full version.

Enterprise Investment Scheme - does your company qualify for tax relief?

This article looks at the main features of the tax incentives given under the Enterprise Investment Scheme (EIS) and how these can benefit both the investor and the company being invested in.

Please click here to download the briefing note.

Guide to IHT

Inheritance tax (IHT) is one of the nation's most hated taxes. We can help you plan to limit your IHT exposure.

Please click here to download our tax factsheet.

The importance of making a will

A badly thought out/poorly drafted Will, or no Will at all, can create lasting problems for your loved ones.

Please click here to download our tax factsheet.