Offshore Investments

If you want to invest in a wider range of asset classes or currencies, our offshore solutions could offer the service you need.

Offshore investments are attractive in a range of circumstances, such as when a parent provides capital to a minor, or for those who expect their marginal tax rate to fall. They can also benefit investors who are entitled to age-related allowances or expatriates who want to invest while being non-resident.

Whether you want to invest regularly or as a one-off lump sum, our offshore solutions offer the following benefits:

  • They maximise growth prospects
  • They spread your risk
  • They give you access to carefully selected and monitored investment managers

Please note however that growth is not guaranteed and this does not eliminate risk or guarantee positive returns

An offshore investment solution allows you to:

  • Choose a predictable regular income
  • Easily switch between funds
  • Benefit from reduced liability to income tax and capital gains tax

However, tax treatment depends on individual circumstances and tax rules can change in the future. Furthermore, tax treatment depends on individual circumstances and may change over time. Where tax benefits apply, their value will vary based on your personal position and the rules in force.

Please note that we present this information based on current legislation and HMRC practice. It is not intended to be advice on tax planning. If you’re unsure of your tax position, we recommend that you take advice before you invest.