Offshore investment advice for expatriates
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Those who work overseas or have moved abroad to enjoy a different lifestyle often have different and more complicated tax issues than those who live and work in the UK. If you are an expatriate you should find out if you are aware of all the investment opportunities available to you and that you are minimising your tax liabilities.
Offshore investing is when you make investments that are situated in low tax areas outside of the UK. For many, there are advantages to investing offshore particularly the tax deferral benefits. In financial planning terms holding cash offshore in a fund or deposit account can be useful as you can determine when the money is brought back into the UK, perhaps to add to the investor’s retirement fund or to gift to children or grandchildren. This can be done when, for example, your tax status changes when you retire. Talk to an IFA for offshore investment advice before investing any money as it is a complex area and it is important to ensure you are investing in an offshore investment that is appropriate for the level of risk you wish to take.
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