There are a number of benefits in investing offshore including:

Tax Free Growth

The institutions holding your funds are tax-exempt and do not pay any capital gains tax or income tax on investments held on behalf of its investors. As such, an offshore investment will provide better returns than an equivalent investment held in taxable locations such as the US or the UK.

Tax Free Returns

The taxation on the proceeds of the investment depends on where you are resident when accessing funds. Unless you are a national of a country that taxes you on worldwide income then the investment will provide you with tax-free returns whilst expatriate. For most nationalities, taxation only occurs once you return home with the growth from that point on taxed as a typical onshore/domestic plan. With many Governments around the world now finding it harder to cope with longer life expectancy, and an increasing percentage of national wealth being spent supporting those in retirement, contractual savings plans often receive preferential tax treatment due to their potentially reducing this burden on the State.

Purchasing Power

The financial institutions we deal with are measured in billions of dollars and provide you with access to some of the world’s leading fund management groups without having to reach their minimum investment levels, or pay the initial entry charges required of individual investors. The waiving of these charges invariably means that you can switch funds at no charge, and translates into a significant saving over the course of the investment.

Worldwide Investor Protection

The locations in which these investments are domiciled are typically AAA rated, highly regulated, and provide government sponsored protection of around (or up to) 90% of the value of the investment.