Offshore Investments

Benefits of investing offshore

Offshore investments are often an attractive solution where a parent has provided capital to a minor, or for those who can expect their marginal rate of tax to fall. They also provide a benefit to investors entitled to an age-related allowance, or expatriates who are investing while non-resident.

Additionally, offshore solutions may be appropriate for investors wishing to invest regularly or as a one-off lump sum into a range of asset classes and currencies. Investments will be set up with the aim of maximising growth while spreading risk across the portfolio. They can provide you with the option of a regular income and also help you to reduce your personal liability to Income and Capital Gains Tax.

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.

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.

Currency movements may also affect the value of investments.