Latest Newsmore»

  • An Evening with Paul Temperton
    24.01.2013

    On Tuesday 15th January 2013, Guardian Wealth Management Frankfurt hosted their first seminar, “An Evening with Paul Temperton” in the Kempinski Hotel, Gravenbruch, Frankfurt. Paul Temperton has over three decades of experience in the financial services, having acted as an economist with the Bank of England as well as being a prolific author and economic commentator. As one of Europe’s eminent economists, Paul’s attendance created an air of excitement in …

Contact Us today

Call: +41 (0) 22710 7865 Email us here

Home / Monthly Archives: December 2012

Lump Sum Death Benefits Tax: A common mistake UK ex-pats often make in pension planning.
21.12.2012

It seems that many UK ex-pats often make the mistake of assuming that inheritance tax will not apply to any lump sums left in pensions after death. Although Inheritance tax does not apply to UK pensions, (it applies to other inherited assets) many people are unaware that another tax is applied upon death; Lump Sum Death Benefit Tax and that this tax can be as high as 55%! Inheritance tax …

READ MORE »

Frankfurt seminar welcomes Paul Temperton as guest speaker
19.12.2012

Guardian Wealth Management would like to invite you to an evening with Paul Temperton, one of the world’s most influential financial speakers. Having worked for the Bank of England as a leading Economist Paul is now Vice President of European Economic Fixed Income Research for Merrill Lynch and a prolific author of many bestselling books. With interest rates so low and uncertainty remaining around the future of the euro, how …

READ MORE »

Is there a pension shortfall on the horizon for the over 50’s?
08.12.2012

The Institute of Fiscal Studies (IFS), issued a report stating that many over 50’s are not adequately prepared for retirement and may feel short changed when converting their pension into an annuity due to the low annuity rates on offer. The report indicated that women’s life expectancy has reached 88 years but many are under predicting by around 4 years, while men are under predicting by around two years to …

READ MORE »

adds1
adds1
adds1
adds1
Sign up to our Newsletter
Keep up to date with our news and latest information
Your Name:
Your Email Address: