Free Financial Health Check

Start 2020 as you mean to go on and get your finances off to a positive start by booking your free financial health check. I am sure like everyone else you have been thinking about your new years resolutions and right up there is losing weight, living a healthier life style, quit smoking or drinking etc.  Have you also made organising your finances a priority? At SuisseRock we help our clients create and manage their financial goals and meet with…

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Open your savings account

Open your savings account Saving on a regular basis is one of the most effective ways of generating growth whilst mitigating market volatility.  We have written many articles on this topic and the majority of SuisseRock clients have a savings plan in place. No matter what your financial goal a regular savings plan will compliment your existing portfolios and help you achieve these goals even sooner. The most common reasons our clients save are retirement, children’s education or simply wealth…

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What Is A Structured Product?

What Is A Structured Product? When considering investing your hard earned capital, we believe it is fair to say we all know diversification is an important strategy, when trying to maximise returns whilst reducing risk.  This could include multiple asset classes, currencies and institutions.  However, what we have found is that very few investors are aware of, or have utilised structured investments. So what is a structured investment? A structured investment is a contract with an issuing bank offering a…

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Transfer your UK pension

Avoid paying 55% tax on your UK pension

Avoid paying 55% tax on your UK pension Many expatriates living here in Switzerland or worldwide for that matter, are potentially going to be liable to pay the additional 55% tax when they draw upon their UK pension assets.  This is mainly due to the Life Time Allowance (LTA) being reduced significantly over the past years.  For example between 2010 and 2012 the LTA was £1,800.000 and now it is just £1,055.000. So what is the life time allowance? The…

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Market Update

Market Update After a 2018 that saw global equities struggling for direction in the first half, then reaching recent highs in August only to suffer a tech led sell off wiping out any gains across practically all asset classes, 2019 got off to a strong start led again by tech stocks but this time with a positive curve. The question now as always is where do we go from here? Much will be decided in the short term by ongoing…

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