Get independent advice on expatriate taxation and offshore investments
Those who work overseas or have moved abroad to enjoy a different lifestyle often want to pay as little tax as is legally possible. 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 liability.
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 to determine when the money is brought back to the UK to add to the investor’s retirement fund or to gift to children or grandchildren. 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.
Use the search at the top of this page to Find an IFA in your local area who can advise you on expatriate taxation and investing.
Further information on offshore investments for expatriates can be found in the following factsheet:
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