#News

What is your Investment Risk Profile?

10 questions you should ask yourself before investing When investing your capital the first most important step you should take is to establish you attitude to risk. This sets the foundations for all of your future investment decisions. This should be carried out every 12 months as over time our ATR does change and over time we become more cautious and risk averse. 

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How much tax back can you receive in 2016?

How much tax back can you receive in 2016? Utilising your tax relief is extremely important and can save you a great deal of capital if done correctly. Many expatriates here in Switzerland are simply not maximising what is available to them and the main reason for this is because they are unaware of their options. Simply take a few moments to answer the questions below and we will send you an email explaining how much you could potentially save…

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Our Septembers Allocation For Regular Saving Plans

If you are looking to make changes to your regular portfolio download our four fund fact sheets.  These are for RL360 policies but Generali and Hansard will have similar offerings available also. BlackRock GF Japan Small & MidCap Opportunities A2 Hedged EUR Invesco Pan European Equity A Acc EUR JPM Global Healthcare A Acc NAV USD UBS (Lux) Equity – Biotech (USD) P Acc If you would like to contact one of our team and discuss your current portfolio please…

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Should you cash in your final salary pension?

Transfer values are hitting record highs after Brexit vote A final salary pension scheme has long been regarded as the gold-plated route to a comfortable retirement. But since the Brexit vote, some financial advisers and their clients are thinking the previously unthinkable. With cash transfer valuations hitting record highs, it seems there has never been a better time to cash in. On the whole, Brexit-related market turbulence has been bad news for pension savers nearing retirement who are seeking a secure…

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