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Smith & Williamson holds second professional practices webinar

Financial and professional services firm Smith & Williamson is holding the second in a series of webinars for partners working in professional practices next month.


The spring webinar series began last month with a session entitled “Introduction to the Partnership,” guiding newly-appointed equity partners through the transition from employee to equity partner.

The next in the series will be “Financial Planning for Professionals” from 9am-10am on Thursday 6th May, considering the implications of the current tax environment and providing guidance on strategic investment options.

The final Smith & Williamson Zoom webinar will take place on Thursday 17th June. That session, entitled “Retirement from the Partnership”, will offer advice to equity partners who are approaching retirement.

Robert Davies, tax manager and head of professional practices at Smith & Williamson in Bristol, said: “The taxation and pensions landscape continues to be complicated.

“We are hosting this series of webinars for partners in professional practices to help them through the complexities, with each of them focusing on a particular career milestone, offering solutions and practical advice.”

To register for the Smith & Williamson professional practices webinars, please visit: Webinar Registration - Zoom.