The daunting task of planning a business model across several jurisdictions was made simpler for Guardian Wealth Management thanks to its client-focused approach. Success comes from acknowledging the people behind the transactions.
Developed to make the process of buying funds simpler for investors, Key Information Documents are to be brought into the insurance arena. David Howell asks whether it can work.
Perhaps not the two most likely bedfellows to write about simultaneously, but the unfolding drama in the Ukraine and EU plans to set up a public register of trust beneficiaries are my top contenders for the most important international planning issues we should get our heads around in the coming months.
Retirement funding is a crisis facing most developed economies. Here Guardian Wealth Management’s David Howell looks at how developments in the offshore space could help provide a solution.
The last 12 months have been challenging to say the least. Here Guardian Wealth Management’s David Howell gives his five tips for making 2014 a success.
Just how should the financial services industry go about restoring the public's faith, in the wake of the 2008 global financial crisis? Guardian Wealth's David Howell considers the problem…
Guardian Wealth Management's David Howell explores the two latest long term savings ideas from EFAMA and Alfi.
Concerns over the UK’s “pension gap” are well documented, but have you considered how much harder the planning will be for your expatriate clients asks Guardian Wealth Management’s Gavin Pluck.
Recent rhetoric by the UK on cutting ties with Europe is causing instability for British Crown Dependencies however, says Guardian WM’s David Howell, it is also pushing them towards greater transparency.
Plans to stop spouses of Britons overseas from receiving a UK funded state pension are misguided and will negatively impact the vulnerable, says Guardian Wealth Management’s David Howell.
Taxes on private wealth to help fuel bail-outs within the European Union are a reality and must be understood by financial advisers, says Guardian WM’s David Howell.
International finance centres are changing to meet the needs of an increasingly ‘tax conscious’ world. Guardian WM’s David Howell suggests the challenge for advisers will be to keep ahead of the game.
