12yrs of advising UK expats & international investors on the best offshore funds
Online Discount Broker
We rebate 80%+ of initial commission on 1000's of offshore funds
Security, Intergrity, Privacy
You transfer money to the custodian and documents to the fund administrator. Funds are registered in you/your nominees name. Investing offshore has never been so easy.
Investing in an Offshore Life Assurance Bond such as the low cost Friends Provident International Reserve Account combines offshore funds into one account & provides valuable UK tax breaks for returning UK expatriates, UK non-doms and others.
Morgan Stanley FTSE Protected Growth Plan offers 100% performance of FTSE over 6 years or if FTSE rises 10% or more in first 3 years then receive a fixed 35% payout.* Rated 9.71/10 by Independent Analyst FVC.
Review our pick of some of the best offshore investments then simply complete our enquiry form for further information.
- We email you the fund prospectus, application forms & answer any questions
- You fax then post completed application form to the fund administrator & send money direct to the fund custodian.
- You receive a contract note from the fund.
Alternatively, review the benefits of opening an Offshore Investment Account.
*at maturity only. Return of capital & growth depend on A rated institutions ability to honor debts.
EU Savings Directive
The EU Savings Directive affects all EU residents who hold an
offshore bank account, invest in some bonds and even some
offshore funds. Currently
you either face disclosure of your investment/offshore bank
account to your home country or a with-holding tax of 35%.
Guernsey and the Isle of Man now automatically disclose your
investment details to your country of residence within the EU.
In Jersey customers invested before 1st July 2011 automatically incur the withholding tax, but have the option to let the bank disclose information. New customers, post 1st july 2011 face automatic disclosure.
In Jersey & Guernsey certain account holders (ie UK non-doms who are resident in the UK for less than 7 out of the last 10 years) can complete an EUSD exemption certificate allowing them to avoid both the withholding tax or disclosure. There is no such option in the Isle of Man.
Legitimate tax planning structures, such as an
Offshore Life Assurance Bond allow investment into bank
deposits and collective investments schemes without incurring
the with-holding tax or suffering the reporting requirements of
the EU savings directive, whilst offering valuable UK tax
breaks.
Acceptable investment within an
Offshore Life Assurance Bond enjoy the following UK tax benefits:
- The interest can roll up gross with no tax levied by the insurer
- The policyholder has no annual tax liability
- attractive tax relief (5% annual allowance for UK residents)
- deferal of potential tax liability until a low rate or non-tax payer
In a low interest rate environment, the deferral of income tax until a time when benefits will be taxed at a lower rate can mean the difference between the investment value keeping up with inflation or not.
First offshore fund that individually selects and invests in thousands of US personal loans, targeting a high income of 8.5% pa. Ideal for low risk income/growth. 0.5% Entry.
FMG Rising 3 FundCombines talented Hedge Fund Managers with Equity Managers in Russia, Indian and China. Entry 1%
The win or lose nature of Litigation Funding is significantly reduced since each case is insured againt failure. 0.5% cashback
The 1.2 FundAn innovative offshore fund that trades liquid indices, closing trades whenever it reaches a target of 1.2% pm. Entry 0.5%
Trend FundTrend following fund invests in 7 leading Managed Futures strategies at up to 2x leverage. Low Fees with High Target return of 20% + pa. Entry reduced to just 0.5%.
Contact us for more - Best Offshore Funds
Invest in Offshore Funds, Hedge Funds & Deposit Accounts. No FX fees. Massive dealing discounts & easy portfolio management. Valuable UK tax breaks.
This website states expert opinion on offshore investments. It is not personal advice as we are not aware of your individual requirements. This website is not directed at UK, US or Hong Kong residents. It is for UK expatriates & other international well informed investors who may legally invest offshore. read more
