In order to assist you in building, sustaining and organising the future inheritance of your capital, we have a devoted team of Independent Financial Planners in Switzerland
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The Treasury announces it is to lower the tax free pension annual contribution
21.12.2012An announcement by the Chancellor last week, was made to lower the limit on lifetime tax-free pension savings. Which meaning a punitive rate of tax will be levied on all pension pots totaling more than £1.25 million. A male worker in the private sector would have to save £1.44 million to receive a £43,387 pension at current annuity rates. A woman would need to save £1.34 million. Ministers said the cap would …
Financial Advisors in Zurich, Geneva And Basel
If you live in Switzerland and you’re looking for a guiding hand to help you with your financial planning, then look no further than Guardian Wealth Management. With financial advisors in Zurich, Geneva and Basel, we can help you to find the best possible financial products for your needs. By offering premium quality, independent financial advice, we do everything we possibly can to provide you with the most appropriate and beneficial financial planning solutions.
GWM Switzerland – Financial Planning Solutions
Our independent financial advisors in Zurich, Geneva and Basel can help you with every element of your financial planning strategy. Whether you’re looking for the best pension and retirement planning solutions, inheritance tax advice, education fees planning or private medical insurance, Guardian Wealth Management will listen to your needs and help you every step of the way.
Our financial advisors in Switzerland can also provide guidance and support with savings plans and lump sum investments – helping you to make your money work it’s hardest, to bring you the best returns. We’re also one of the world’s leading QROPS advisors – great news for expats in Basel, Zurich, Geneva, or anywhere in Switzerland, who want to make the most out of their retirement.
Independent Financial Advice
We hope that you find the information on our website useful. If you have any questions regarding any aspect of your financial planning strategy, please feel free to contact one of our financial advisors in Geneva, Basel or Zurich, and they’ll be happy to help you in any way you require.
Education Fee Funding
Invest in the future
Education fee funding need not be a burden, with access to the whole of market our experts can help find a funding plan to suit your needs.
Pensions
Our independent financial advisors can offer you expert help with your pensions and retirement planning.
The earlier that you organise your pensions and get your retirement planning in place, the sooner you can relax.
Effective Family Protection
Manage your future
Our independant advisors can advise you about great ways to get effective family protection in place.
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