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    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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Home / Monthly Archives: February 2011

Are the Wealthy Set to Benefit from Proposed Jersey Income Tax Cuts?

Jersey’s treasury minister, Philip Ozouf, has stated proposals for change in the country’s income tax rates – a shrewd move that could see massive financial benefits for wealthy expats choosing to make the island their home.  If these changes go ahead, Jersey’s government could see an increase in residency, namely from those who have an international yearly income in excess of 1 million US dollars (or 625,000 GBP). Jersey Income …

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QROPS Will Grow Regardless of Legal Reforms

Much speculation has surrounded the new legal reforms regarding flexible drawdown being introduced in April 2011 and in turn, how this will affect QROPS (Qualifying Recognised Overseas Pension Schemes). David Howell, Chief Executive of Guardian Wealth Management, looks at why he believes cross border pensions are still a rapid growth market. Do QROPS Provide a Better Option? David Howell, speaking to the Overseas Property Professional Magazine, says that fear of …

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The Role of Expat Workers in the Middle East

A recent article in the International Advisor saw David Howell, Chief Executive of Guardian Wealth Management, discussing the role of expat workers in the Middle East. We’re all familiar with the media interest in Middle Eastern and African countries, made all the more prominent by recent coverage of the troubles in Tunisia and Egypt. It’s easy to get swept up by the negative news stories, but as David Howell rightly …

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Planning for your financial future – it’s easier than you think

Simon Parfitt, Branch Manager of Guardian Wealth Management in Amsterdam, tells us more. Many people either steer clear of planning for their financial future, or worst still they leave it until it is too late. The most common reasons for doing this are either lack of understanding, or lack of help. Hopefully here we can show you it’s easier than you think and that there is someone here to help. …

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Expat Expo Geneva

Guardian Wealth Management has featured in all 5 of the annually held Expat-Expo in Geneva, held at the Palexpo centre. Expat-Expo is a one-day, admission-free event designed for the English-speaking residents of Switzerland. There are currently annual expos in Zürich, Geneva, Basel, Lucerne and Zug, with over 400 different companies exhibiting and the event attracting over 12,000 visitors per year. Guardian Wealth Management has featured every year since the launch and has found …

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Ethics in Finance – Robin Cosgrove Prize

At Guardian Wealth Management we are keen supporters of the Robin Cosgrove Ethics in Finance and would like to highlight that the final date for submissions of papers for the global Ethics in Finance – Robin Cosgrove Prize is March 31 2011. Carol Cosgrove, the Director of Ethics in Finance, tells us more. Why not write a paper for the Prize? The Robin Cosgrove Prize is committed to implementing ideas …

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Benefits of QROPS for UK Pension Holders

David Howell, Managing Director of Guardian Wealth Management examines the benefits of QROPS for UK pension holders who either live or are planning to retire abroad If you are one of the many people who have built up a pension pot under the UK tax rules but who has retired abroad or is planning to do so on a permanent basis, QROPS (Qualifying Overseas Pension Schemes) can provide you with …

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