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FSA Criticised for its Comments Regarding TLPIs
17.02.2012Following a suspension of trading on the EEA Fund Management’s Life Settlement Fund at the close of 2011, which was an indirect result of the Financial Services Authority’s consultation paper, the company’s chairman and compliance officer have sent an open letter to the FSA asking them to withdraw its statement which referred to Traded Life Policy Investments, or TLPIs, as ‘toxic’. The letter states that while it’s certainly true that …
Inheritance tax advice from experts who care
11.01.2012
Your future financial security is important and if you’re looking for assistance with pensions, investments or inheritance tax advice, you need to be sure that you’re getting the best service on offer. The team of expert financial advisors at Guardian Wealth Management are fully qualified to help you cut straight through the jargon and prepare you for whatever may come. Remember, you’re not only making sure that you’re set for the future, but also those loved ones who surround you.
It may seem a bit scary to think about what will happen after you die, but the truth is that many people leave it until it’s too late. Our people are here to provide advice of the highest quality and do all that they can to ensure that, when the time comes, issues like inheritance tax are dealt with swiftly. At Guardian Wealth Management we strive to prepare the best possible plans for your estate, in a manner that shows both professionalism and sensitivity.
Another area where we really take pride in ourselves is our ability to advise UK citizens who live outside the country but are still subject to UK tax laws. If you’re an expat or international worker, finding the correct inheritance tax planning advice is even more important, especially when you consider that the laws of more than one country may come into play. Our specialist wealth management advisors will be able to discuss the best options for you, no matter what your current situation.
QROPS: The perfect choice for expats
For those living abroad and looking for more freedom over their investments, a Qualifying Recognised Overseas Pension Scheme (QROPS) may well be your best bet. If you’re not planning on staying in the UK, your money doesn’t need to either – and in fact it may result in a more comfortable life for you, simply by transferring your pension! A QROPS transfer can provide huge benefits for expats who currently have their finances locked down at home, so why not ask our trained advisors for more information about QROPS and their potential benefits?
Talk to the professionals
Whatever you’re looking to do with your money, the team at Guardian Wealth Management is ready to give you the professional help you need. Whether you’re just starting out on your financial journey or are an experienced investor, speak to our people for solid advice on all money matters. From QROPS to inheritance tax advice, we’re here for you and your future.




