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OFFSHORE INVESTMENT – Investment vehicles situated outside of the United Kingdom

Balancing your offshore investment funds. There are many reasons why people choose Offshore Investments. Firstly there is the potential benefit of Tax Deferral. This means that if you have chosen an Offshore Investment you might not have to pay tax on the interest that you may have earned on your money, until your funds have been brought back to the United Kingdom. Secondly you get to choose from funds and fund managers that are not available in the UK.

Which type of Offshore Investment is available?

There are many types of offshore investment vehicles available. These include Offshore unit trusts, OEICs (Open-ended investment companies), offshore redemption policies, offshore investment bonds and SICAVs (Société d’Investissement A Capital Variable), which are open-ended investment funds in which the capital amount in the fund varies according to the number of investors. The choice of offshore investment vehicles available is considerable, and it is our belief that taking Independent Financial advice when considering these is imperative.

So why should I consider Independent Financial Advice for my offshore investment?

Firstly, we have access to the huge international market, with banks, building societies, fund types and fund managers that are not available in the United Kingdom. This gives you a huge choice when looking to diversify your investment portfolio. Also, our advice is not restricted. What this means is that we can find a place for your money that offers you potentially the best return and a possible tax deferment, for your requirements and risk profile.

Secondly, as mentioned on our UK investment page, a recent survey by the Association of Independent Financial Advisers (AIFA), stated that Independent Financial Advisers (IFA’s) are consistently the most trusted of all Financial Services Institutions, and trust in IFA’s has increased over the last five years.

So how do I contact you to discuss my requirements for my offshore investment?

We have tried to make it as easy as possible for you to get in touch, if you already have an idea of which offshore investment you are considering, then let us know, you can either contact us on 01274 516900, alternatively you can complete this short enquiry form below with brief details of your enquiry and your contact details. We look forward to speaking to you soon.

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The world is my oyster

'The world is my oyster' is a feeling of contentment or satisfaction. It can be likened to feeling on top of the world.

twismo offers tailor-made solutions and advice for individuals and companies. To see how we can make the world your oyster, contact us through the website or by using the contact details below.

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Twismo Financial Planning Ltd, Twismo House, Lund Street, Bingley BD16 4JN
Tel: 01274 516900 | Fax: 01274 566388