01795 532090

For you

The aim of our service is to give you the peace of mind that you can achieve financial security for yourself and your family and ultimately achieve the lifestyle which you aspire to.

We will work closely with you through the stages life follows, guiding you on building, managing, protecting and distributing your wealth in an understandable and tax efficient manner.

For new clients to Smythe & Walter, we would recommend a full financial review is conducted and a holistic plan is prepared to form the basis of our relationship. This will include (but may not be limited to) covering the aspects below, which can also be addressed individually should you prefer:

  • Protecting your family in the event of your deathWills, Life Assurance, Trusts
  • Protecting your income in the event of ill healthCritical Illness, Income Protection
  • Protecting your assets in the event of residential careLong Term Care plans
  • Providing for financial security in retirementPension (including on divorce), SIPP, Annuity
  • Providing tax efficient savings and investmentsISA, Offshore Bond, VCT
  • Providing for ethical and "green" investmentsSocially responsible, Environmentally friendly
  • Providing for the costs of educationSchool Fees planning
  • Distributing your wealth to your heirsInheritance Tax Planning, Trust Fund

Whilst we do not provide mortgage advice, we would be happy to refer clients to trusted providers who would be able to help you with this.

Expats and UK Resident "Non-doms"

Whether you are a UK National planning to leave, or a Foreign National currently resident in the UK, we are able to help you make the most of your status.

This may include advice on areas such as:

  • Offshore Investments
  • Overseas Pensions Schemes – including QROPS

We will also be able to put you in touch with experts in both tax and law as they relate to your circumstances.

 

Contact us

Smythe & Walter
Office 9, Brogdale Farm
Brogdale Road
Faversham
Kent ME13 8XZ

01795 532090

email:

Download a copy of our brochure

View an update from one of our investment partners

 

 

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