Liberty Wealth Management

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Liberty Wealth Management

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Liberty Wealth is a Swiss based International Wealth Management company. High interest deposit rates, on-line banking and more..

At Liberty Wealth our focus is singular: to provide you with personalised, professional and independent financial advice delivered in a clear and uncomplicated manner. The business specialises in helping international and expatriated workers understand the financial system to their benefit. This assistance ranges from explaining the tax environment to the property market in Switzerland and ultimately extends to helping people understand all of the financial products that may be available and applicable to them within their new home. Specifically, the company specialises in providing advice within the following areas;

INVESTMENT ADVICE

Both on regular savings and lump sum investments

US NON-RESIDENT WEALTH MANAGEMENT

Providing assistance on your American pension and investing options whilst outside the US

PROPERTY FINANCING SERVICES

Helping you to find the perfect financing solution for buying properties within Switzerland and abroad

ON-LINE FOREIGN EXCHANGE

Make foreign exchange transactions and payments, easily and on-line with complete price transparency and security

PENSION TRANSFERS

Let us help you transfer old, dormant pensions within the Eurozone into a new tax efficient pension that you control

FINANCIAL PLANNING

We can help you understand the costs involved in buying property, educating your children and retiring. We’ll then be pleased to show you whether or not you are on track to achieve your desired objectives

INTERNATIONAL BANKING

Current accounts available in EUR, GBP and USD. Specialties
US Non-resident Wealth Management, UK / QROPS Pension Transfers, Swiss Pension Transfers, On-line Foreign Exchange, Swiss Property Financing, International Property Financing, Investment Advice, Financial Planning, International Banking

10/05/2016

Could your final salary pension fail you?

Just because you have been promised a particular pension income in retirement doesn’t mean you are going to get it, says Merryn Somerset Webb.

25/03/2016

Why QROPS can offer benefits over UK based pensions. They are governed by a different set of rules... http://www.liberty-wealth.com/news/qrops-rules-and-regulations-1601.html

08/10/2015

Transferring your UK pension overseas. Unsure of which location to use. Follow the link for the lowdown on Isle of Man QROPS...

07/10/2015

How UK pension rule changes have effected people accessing their retirement savings ...

07/10/2015

Pension drawdown - how it works, the risks involved & tips to invest wisely...

17/09/2015

Misleading article headline in the Guardian. In actual fact 118,574 pension pots were fully encashed. Of these over 95% were worth less than £50,000 (or under £135pm based on current inflation linked annuity rates).

The context of these withdrawals is important. Were they spent, used to pay off debts, invested or does the person hold other investments for retirement. Ultimately, there is no information on this so the withdrawals may have been completely rational.

This article teaches the importance of having all the facts before trying to draw any rational conclusion.

More than 200,000 have withdrawn cash since George Osborne introduced reforms in April, while the sale of annuities has plummeted

28/07/2015

Transferring your UK pension overseas? Unsure of which location to use? Follow the link for the lowdown on Gibraltar QROPS... http://www.liberty-wealth.com/news/best-qrops-gibraltar-qrops-jurisdiction-examined-3069.html

24/07/2015

Transferring your UK pension overseas? Unsure of which location to use? Follow the link for the lowdown on South African QROPS... http://www.liberty-wealth.com/news/is-south-africa-best-qrops-pension-transfer-jurisdiction-3049.html

23/07/2015

Transferring your UK pension overseas? Unsure of which location to use? Follow the link for the lowdown on Maltese QROPS... www.liberty-wealth.com/news/is-malta-best-qrops-pension-transfer-jurisdiction-2947.html

13/07/2015

If you are holding a UK pension abroad you have the option of a non-UK alternative (QROPS) which may suit you better. To compare and contrast this with the most flexible UK variant (SIPP) follow the link...
www.liberty-wealth.com/news/qrops-versus-sipps-pension-rule-changes-2872.html

Adresse

Chemin De Blandonnet 2
Vernier
1214

Telefon

+41 (0)22 341 3421

Website

http://www.liberty-wealth.com/

Benachrichtigungen

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