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  • The end of the tax year 2014/15: another financial milestone
    30.03.2015
    The UK is nearing the end of its tax year, meaning it’s that time again to think about your residency, taxation liabilities, pension and ISA contributions. This tax year will end on 5th April and we’re now heading into the busiest month of the year for private client advisers and accountants. If you have changes to be made or require a full review of your financial circumstances, now is probably …

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Home / Monthly Archives: November 2012

British student jets out to Qatar for work experience with Guardian Wealth Management
28.11.2012

Daisy Peters, a fifteen year old GCSE student from Ranelagh School, Bracknell, Berkshire, flew 3,627 miles to carry out a works experience program at Guardian Wealth Management, based at the QFC Tower West Bay. Looking to the future Daisy is hoping to study for a law degree at university. Daisy said “It has been very exciting to work in a real finance office and watching investments coming in. I have …

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Transferring to a QROPS or SIPP requires careful thought and preparation
16.11.2012

Transferring a pension to a QROPS is not for everyone and the decision to do this needs careful consideration and planning.There are some strict guidelines around what you can and can’t do which is why we recommend you take professional advice from an Independent Financial Advisor who is regulated.< In many cases there are some real benefits in transferring to a QROPS and with expert advice and guidance this can …

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