Offshore Investment

Capitalize On Your Wealth

If you are going to take full advantage of your expat status, you should be investing offshore as soon as the opportunity arises.

We offer an extensive range of investment opportunities including stocks, bonds, REIT’s, CEF’s, Funds, and ETFs, all of which give you exposure in economies around the world.

Lump Sum Investments

A lump sum investment is a medium to long-term investment which gives you access to a range of funds from many different areas such as shares, property, equities, and government/corporate bonds.

The fund can be designed for income, capital growth or a mix of both and is issued by the worlds largest fund houses.

Offshore Portfolio Bonds

Investing in bonds that are provided by life insurance companies comes with several benefits.

With this type of bond, all administration of the funds is collated in one place. Life companies can purchase funds at a greatly reduced cost. They also have more capability to mitigate some taxes, for example Capital Gains Tax, or Inheritance Tax and the owner has the ability to name beneficiaries from the outset.

The value of investments can go down as well as up and you may not recover the amount of your original investment