Offshore investments

Expats are often in a far better financial position than colleagues in their home country and the local people in the expat's country of residence. However, this may not be a continuing situation. Therefore saving for the future is an important part of the financial planning of the expat. A very attractive option for expats is offshore investments.

Offshore investments explained

Offshore investment is keeping money in a jurisdiction other than the country of residence of the expat, usually in a low tax jurisdiction / tax haven (e.g. Guernsey, Jersey and Isle of Man). It is an innovative and flexible solution for investors to brighten their future. Modern, life-insurance based offshore solutions can make the most of the opportunities the investment markets have to offer. In an offshore investment account the expat makes lump sum payments to achieve a predetermined investment objective.

Why consider offshore investments?

Offshore investing provides both financial and legal advantages like less restrictive legal regulations, low or no taxation and easy access to deposits. Expats can choose offshore investments for various reasons. Whether it is to save for school fees for the children of the expat, to save for a "rainy day", to take that long sabbatical the expat always wanted or any other reasons expats might think of.

Need assistance with offshore investments?

H&N Associates is an independent financial advisor specialised in assisting expats with all their financial questions. Fill in the offshore investment enquiry form to be contacted by one of our advisors to receive a tailor-made personal advice.