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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 …
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The Treasury announces it is to lower the tax free pension annual contribution
21.12.2012
An 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 …
Career Women’s Forum – Lunch Invitation
27.09.2012
“The Retirement Time Bomb – true stories and good advice” Experienced investment advisors Anne Hornung-Soukup and Majbritt Byskov-Bridges will hold a dynamic talk about the pitfalls faced by women in these uncertain times. Maibritt is the Senior Financial Consultant at Guardian Wealth Management and is quoted as saying ‘I love my job! My job is to listen to personal aspirations, help define them and build a solution to reach each …
UK businessmen take part in charity expedition for disaffected children, across Tanzania
04.07.2012
Eight school children will be accompanied by a host of business and sporting dragons on a nine-day expedition Highs and lows will be followed by BBC documentary David Howell, Guardian Wealth Management chief executive is to take part in a nine-day charity expedition across Tanzania, joined by a host of business and sporting dragons. Eight students with complex emotional issues have been offered the once in a lifetime opportunity to …
Thinking of living abroad? Here’s some useful advice…
21.05.2012
There’s plenty to think about if you’re contemplating the move abroad; you will need to study your new destination, think about your long-term strategy and organise critical safety measures like life assurance or medical cover. In the case that your living abroad adventure is taking you from the UK to a country also inside the European Economic Area, your move ought to be fairly straightforward with regards to the legalities. …
Just what is spread trading?
17.05.2012
If you are interested in financial planning and you are consistently looking for techniques to develop your individual prosperity, you could have stumbled upon the phrase spread trading. Spread trading presents consumers with a chance to invest on diverse economical markets and it is wholly tax free. Your goal when spread trading is to select 1 of two options; you can go with an up bet or a down bet. …
Thanks to assistance from your financial advisor, Spain is just a step away
18.04.2012
Whenever you consider the phrase ‘financial advisor’, Spain isn’t the number one connection that the majority of individuals will make, but imagine the following picture. You’re getting ready to finally take off to that place in the sun that you’ve been yearning for for some time. Your bags are packed and you’re at the ready to go… however what will happen to all the years of investments and savings accounts …
Wealth Management Professionals: your best guide into the financial maze
13.04.2012
In the matter of your capital, it genuinely will help you to have somebody that knows of the best methods to play the system to your favour, so speaking with our experienced wealth management advisors really can be worthwhile. You’re going to want an individual who is continually ahead of the game, an advisor who is knowledgeable about the perpetually evolving maze of legislation and regulations…so why not get in …
An ever morphing economic climate requires the assistance of an independent financial adviser
13.04.2012
Wherever we are in a financial year, it’s never too late to meet up with an independent financial adviser to find out anything they can advise to help with making your hard earned money go that bit further. A bit of guidance can really help you to make sure of the longer term financial security of you and your family, and with the country’s economic situation frequently evolving, any sort …
Guardian Wealth Management enjoys a year involving excellent press coverage
16.03.2012
The previous twelve months has turned out a fantastic one for Guardian Wealth Management, with our news, thoughts and concepts frequently making the press in both the UK and internationally. From 1994, our company and financial experts have been working to the highest standards put down by both financial authorities and professional bodies to ensure overseas workers and expatriate consumers attain the best possible financial planning assistance. We view it …
Global Wealth Management – Vital for Expats
04.12.2011
A strong global wealth management strategy is essential for expats who want to get the best from their financial circumstances. One of the most important facets of your global wealth management strategy should be expat life insurance. Our financial advisors across Switzerland are here to help you find the best expat life insurance policy to suit your specific requirements. Guardian Wealth Management has independent financial advisors working across many different …
Zurich Expat-Expo Backed By Our Regulated Financial Advisors
04.12.2011
Guardian Wealth Management (GWM) has a long history of backing the annual Zurich Expat-Expo. Our team of regulated financial advisors really enjoyed getting involved with the expo, held in majestic surroundings at the Konresshaus, just by Lake Zurich. It gives us a great opportunity to offer wealth management and financial planning advice to expats. Expat-Expo is a well-regarded show for English-speakers living in Switzerland, with over 12,000 visitors attending the …
Getting the Best from Your Financial Advisor
04.12.2011
There are so many different sources of financial advice available; money magazines, the internet and many other types of media. Guardian Wealth Management is aware there is no substitution for professional and competent advice from a qualified financial advisor. The world of wealth management is constantly on the move, with regular updates to products and services in an ever changing market. This can make wealth management complicated for the layperson. …
David Howell Joins the Executive Committee of Federation of European Independent Financial Advisers (FEIFA)
04.12.2011
Guardian Wealth Management is delighted that our Group Chief Executive, David Howell, has been appointed as a member of the FEIFA executive committee. FEIFA is an important organisation involved in upholding standards within the financial services industry and David replaces previous committee member David Driver. He is keen to take a more active role in FEIFA, especially as the organisation reflects Guardian Wealth Management’s own values and commitment to provide …
Getting Good Advice on QROPS Pensions
04.12.2011
The financial press has been suffused over the last few years by guidance regarding QROPS pensions and QROPS transfer advice. While this can be a good thing, people can come unstuck when inexperienced financial advisors who have little knowledge about QROPS offer advice without really understanding the deeper workings of QROPS pensions. Guardian Wealth Management is a leading advisor on QROPS pensions and QROPS transfers. We would suggest visiting our …
Retirement Planning Advice for Expats
04.12.2011
Guardian Wealth Management financial advisors’ experience of working with expats around the world, helping them with their retirement planning, has been highlighted in a recent article published on the FT Adviser website. The article provides an important warning to those working abroad who defer vital wealth management and retirement planning. Our financial advisors see retirement planning taking a back seat when expats move abroad because the focus shifts to making …
