Offshore investments can be an attractive proposition for investors, particularly if they can expect their marginal rate of tax to fall or have a lump sum of capital.
Utilising the advice offered by offshore investments may also be beneficial for expatriates looking to invest in a country where they are a non-resident, or those investors entitled to an age-related allowance.
There is a wide range of offshore investment opportunities designed for those keen to take advantage of offshore solutions. Whether you have a lump-sum you wish to invest as a one-off, or choose to invest regularly, there are a range of currencies and asset classes that may be appropriate.
These offshore investments are designed to:
- Help spread your risk
- Maximise growth potential
- Enable you to switch between funds
- Give you the possibility of regular and predictable income
- Help reduce personal liability for Income and Capital Gains Taxes
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
This information does not equate to tax planning advice and we recommend that you take advice on your personal tax position before making any investment. Please contact us for further information.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.