UK
Ireland
Your family’s future in good hands
Trust in our legacy to create yours. For over 140 years, clients have counted on us to protect the things that matter to them most. We’ve supported many of our clients’ families for generations, providing consistent, dependable services and advice over radically changing times. Through life’s unexpected turns and all its challenges, we help plot their paths, open opportunities and light the way.
For your family’s needs today and tomorrow, we plan and put in place strategies and solutions that protect their future: Providing for their needs, passing on wealth and helping make your wishes a reality.
On hand, in touch and informed
Historic estates, successful entrepreneurs and family business owners trust us to look after their legacies. We’re a reliable partner for the long-term, offering a full range of support, from tax, trust and estate planning to executorship solutions and services for family offices. Across the UK and the world through CLA Global, we support our clients and their families, wherever their journeys take them.
Every family is unique, and our advice and services are tailored and personal. Generational needs are diverse, and our capabilities are comprehensive. A personal lead expert coordinates specialist services and advice as it’s required and provides you and your loved ones with a consistent contact. We work closely with clients to fully understand their family circumstances, needs and goals.
Whatever they are, we’re here to support you.
Tax planning
We help clients arrange their financial affairs to minimise income tax, inheritance tax and capital gains exposures, both in the present and for the years to come. They work with us to plan and develop strategies to maximise reliefs and exemptions in their lifetimes and increase tax efficiency for their family in future.
Across property and other assets, our inheritance tax planning can help you achieve your financial goals and meet your family’s needs through lifetime gifts, drafting or revising wills, or establishing trusts and other provisions.
Trust and estate planning
For generations, we’ve created and supported trusts that manage family wealth, ensure responsibilities are fulfilled, and facilitate smooth successions. We help clients create wills, trusts and other structures to achieve their financial goals; and review and revise succession plans to keep up with rule changes and exploit relevant reliefs.
We guide clients and their trusts through increasing complexity, whilst working closely with their other advisers, such as lawyers, investment managers and land agents, to ensure their wishes are fulfilled.
Trustee and executorship services
Helping individuals, families and trusts since 1881, S&W today supports over 170 landed estates and around 1,500 trusts with assets of up to £1 billion.
Our corporate trustee and executorship services take the strain of managing trusts and other structures, cutting through the complexity to relieve you or your family from daunting responsibilities. As corporate trustees, we can remove the risk of personal liability and work as an independent partner offering expertise, insights and continuity.
Family offices
Our experienced teams structure, design, set up and support new and existing family offices. Expert advice helps families establish the structures and vehicles that will achieve their objectives; professional services provide solutions that can relieve the burdens of financial administration, accounting, payroll, company secretarial and tax compliance.
We bring insights and technology to manage family offices effectively and efficiently. And we take the time to understand you, your family and businesses to prevent conflicts, meet your financial objectives and safeguard your family’s wealth and values for generations to come.
