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  • An Evening with Paul Temperton

    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 …

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Wealth Management – Inheritance Tax Planning

Wealth Management – Inheritance Tax Planning

Inheritance tax planning is a vital component of your wealth management strategy, because it means you can continue to help out your loved ones after you’re gone. While we all have our hopes and aspirations for our own life and future, it’s true to say that the majority of people don’t just generate wealth for ourselves, but in addition for the benefit of our close friends, cherished ones and the ones closest to us.

It may perhaps feel slightly morbid to think or talk about our own death, nevertheless it’s a very real aspect of existence that none of us can avoid. The issue is that should you not acknowledge and prepare for it now, you may find that passing your hard-earned money on to those you would like to benefit from it is complex. Inheritance tax issues have to be attended to and maintained as soon as possible, to make certain that your finances are organised and prepared should anything should happen to you.

Inheritance Tax Planning – Expats, Cross Border Estates & Business Succession

At Guardian Wealth Management, we think that inheritance tax planning is the foundation of your financial strategy. Our specialist team of financial consultants will lead you through this sensitive issue, so you can make the best possible plans for your estate in the eventuality of your passing.

For expats and international workers who have been living outside of the UK, getting qualified guidance on inheritance tax planning from a qualified financial advisor is even more vital – these already challenging inheritance guidelines could in fact be further complicated due to the fact that the tax laws of more than one jurisdiction might need to be considered.

One other complication with regards to inheritance tax planning can occur if you’re operating a business with partners or investors in a business, as you may learn that your business may end up in the hands of an individual who isn’t approved of by yourself or your business associates.

Inheritance Tax The Assistance Of Professional Financial Advisors

If there’s one aspect of your wealth management and financial planning strategy that is recommended you obtain professional guidance with, then inheritance tax planning is it – purely due to its complexity along with the consequences it holds for your family and loved ones.

In the first instance, you really need to make a will and perhaps also think about creating a trust. For additional advice in regard to inheritance tax planning, speak with one of our wealth management experts today.

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