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    Tax to many is a dirty word, for business owners and shareholders it’s no different, this would explain the apparent rise in tax inversions in the US. Tax inversion is the process whereby a US domiciled company merges with company …

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Home / Monthly Archives: February 2011

Are the Wealthy Set to Benefit from Proposed Jersey Income Tax Cuts?
25.02.2011

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 …

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QROPS Will Grow Regardless of Legal Reforms
23.02.2011

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 …

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The Role of Expat Workers in the Middle East
17.02.2011

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 …

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Planning for your financial future – it’s easier than you think
16.02.2011

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 …

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Expat Expo Geneva
09.02.2011

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 …

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Ethics in Finance – Robin Cosgrove Prize
03.02.2011

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 …

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Benefits of QROPS for UK Pension Holders
03.02.2011

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 …

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