Summit Wealth Management AG
Description
Summit Wealth Management provides tailored comprehensive Wealth Management solutions. Summit Wealth Management provides tailored comprehensive Wealth Management solutions, ranging from Asset Management to Financial Planning for local Swiss and Expat Nationals. Summit is an innovative, independent consultancy that gives impartial and genuine advice. We work with top, globally recognised institutions providing well balanced risk adjusted portfolios. Summit’s experienced consultants provide a transparent and highly professional service, making clients' financial prosperity their priority.
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View our November/December newsletter at http://bit.ly/2hs7Xv1 To subscribe email newsletter@summitwealth.ch or sign up on online. This month's articles Case Study- Planning for the Future Financial Planning for Kiwi Expatriates in Switzerland Monthly Investment Outlook Tax Benefits available to Australian Expatriates The Autumn Statement
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Our summary of the Chancellor's Autumn Statement measures impacting the pension industry available at http://www.summitwealth.ch/autumn-statement Impacts on QROPS, Foreign Pensions, Money Purchase Annual Allowance, Tackling Pension Scams
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Congratulations to all involved at Simply Theatre Academy with the triumphant Macbeth production! Very pleased to have been a sponsor. Now looking forward to going to see Sleeping Beauty next month!
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What are the benefits of portfolio bonds for British expatriates? Read our latest article at http://bit.ly/2fx1H7n -Gross roll-up -Control over Tax -Gift Assignment -Trusts -Time Apportionment Relief -Segmentation -Top slicing relief
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Sign up for our monthly newsletter by emailing newsletter@summitwealth.ch. Each month we provide market updates, commentary on changes to legislation and articles on managing your wealth. We hope you enjoy reading and appreciate any feedback or ideas for articles you may have!
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What are the tax benefits available to returning Australians (and expats moving to Australia)? Make the most of your time as an expatriate in Switzerland. Read our easy to understand article including examples at http://bit.ly/2fdvQFH
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Get the answers to all your financial planning and investing questions straightaway with our all new live chat feature on www.summitwealth.ch Ask any question, no matter how simple or complex and we will endeavour to help you!
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Budgeting makes it easier for people with incomes and expenses of all sizes to make conscious decisions about how they'd prefer to allocate their money. Whether you prefer the old-fashioned pen and paper method, or use one of the many apps available (see http://bit.ly/2eZ12Iq for some good suggestions), it’s an important part of financial planning.
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5 healthy tips to teach your children about money and financial planning http://bit.ly/2e33D6G 1. Model good financial behaviour 2. Make them wait to buy things they want 3. Teach them to save for the long term 4. Teach them how to compare prices, features and quality 5. Let them make decisions and learn from their mistakes.
UK pension saving shortfall ‘is £11bn a year’
Are you saving enough for retirement? If you are, you're in the minority, as this survey shows only 16% of workers in the UK are saving enough to maintain their current standard of living in retirement. We help expatriates in Switzerland plan their finances. Contact us today for a no obligation consultation. https://www.ft.com/content/272d8482-9225-11e6-8df8-d3778b55a923
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We believe content & rationale should be free. View our guides and case studies on investing and financial planning at http://www.summitwealth.ch/library
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A complete guide to UK taxes. View our 2016/2017 tax tables. http://bit.ly/2ekZiJ7 -Personal Tax and Allowances -Capital Gains Tax -Inheritance Tax -Pension Lifetime and Annual Allowances -Stamp Duty Made specifically for expats.
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