Latest Newsmore»

  • The Treasury announces it is to lower the tax free pension annual contribution

    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 …

Contact Us today

Call: +41 (0) 22 710 7876 Email us here

Financial Advisors Providing High Quality Wealth Management Services

Financial Advisors Providing High Quality Wealth Management Services

Guardian Wealth Management provides high quality, impartial financial guidance on all issues of wealth management. Our financial advisors have substantial experience with determining the right financial planning options for each individual client.

To be able to provide comprehensive wealth management advice, our financial experts provide a wide range of financial planning solutions, to enable you to source all your requirements from a single organisation. This makes easier a potentially complicated process and allows you to obtain all your answers from a single reliable source.

Wealth Management Services For Your Financial Planning Needs

Our financial advisors can provide you support and help with these wealth management concerns:

Savings Plans – Regardless if you are seeking to save a sizable or a modest amount, for a particular purpose or simply to have something put aside for a rainy day, our financial advisors are here to assist you. We’ll consider matters such as tax efficiency, savings security and ease of access to be able to make sure that you decide on the best savings plan for your requirements. Savings plans are perfect if you want to build up funds for buying a home, organising a wedding or maybe even taking a year out and travelling the globe. Whatever your reasons behind saving, we can enable you to identify the right savings plan to suit your needs.

Lump Sum Investments and Offshore Investments – Because of the present interest rates being so low, lump sum investments can offer a more beneficial option to holding your savings in a bank or building society. For expats, offshore investment bonds will often offer the opportunity to make the most of significant tax breaks. Our financial advisors can provide you with all the details you need to make the very best choices concerning lump sum and offshore investments.

Education Fees Planning – Obtaining the best education for your kids is a worry that any mother or father will relate to – everybody wants to provide for our kids in the best way possible and investing in their long term through education is an excellent method of accomplishing this. What’s more, if you are an expat residing in overseas, the necessity to prepare for a good education is even more magnified, as entry to free education might not be a choice and you’ll wish to make sure that they get an education in your native language. Our financial experts can guide you on the details of school and university funding, allowing you to make sound choices that will resonate all through your children’s lives.

Inheritance Tax Planning – While it’s fair to state that we strive to give ourselves a much better life, it’s also true that the wealth we amass is usually meant to help our relatives once we pass away. Inheritance tax planning is one thing that you simply shouldn’t put off – and for expats residing overseas, there are considerations to be made in relation to varying inheritance tax guidelines and the fact that you may have to take the rules of more than one region into consideration. Our financial advisors will help you with this vital element of wealth management, so feel free to ask us for advice.

Retirement Planning and Pensions – After working hard all of your life, you need to ensure that you can take full advantage of your retirement years. We are able to provide wealth management strategies to help facilitate a much better future for yourself and your spouse. We are seeing a rise in life span in our present times, therefore we must make sure that we are facing a comfortable life as we finish working. It’s important too to consider uncertainties like potential care costs in our senior years. Our financial advisors will advise you about savings options, pensions for example SIPPS as well as offshore alternatives such as QROPS.

QROPS – QROPS, or Qualifying Recognised Overseas Pension Schemes can be a more beneficial solution compared to a British pension if you’re an expat residing in overseas, but this doesn’t apply to everybody, so you need professional guidance to determine your individual position. QROPS can provide tax benefits plus more investment versatility. Guardian Wealth Management is recognised in the financial service industry as among the leading resources for QROPS information.

Life Assurance – Our independent financial experts will source the most effective life assurance solutions from all over the marketplace to make sure that you find the right option for you. We are able to assist you with life assurance policies and talk you through extra health protection that may be added on to your life assurance.

Guardian Wealth Management provide advice and financial planning solutions which are obtainable and comprehensible to all. To learn more concerning our financial planning advice and wealth management solutions, please browse around our site or get in touch with our financial advisors now.

Sign up to our Newsletter
Keep up to date with our news and latest information
Your Name:
Your Email Address: