Offshore Tax Planning

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Being Abroad

Living and working abroad can open the door to offshore tax planning opportunities that would not be available to you while residing in your home country. Today, as more professionals find themselves spending a significant part of their careers overseas, it is essential to make sure you are taking advantage of all the opportunities available to you.

Tax Neutral

One of the benefits of having offshore domiciled investments is the tax savings and tax management options they can provide. Offshore investing can mean that income from savings and investments can grow tax-free, depending on your country of residence and nationality. Also, there are potential tax savings when it comes to inheritance and capital gains taxes or death duties. Offshore strategies make it possible to manage the repatriation of your wealth efficiently when returning to your home country.

Offshore Jurisdictions

Having holdings offshore allows you to centralize your assets in one location, and manage and maintain those holdings while residing anywhere in the world. Many foreign nationals live and work for a time in countries with languages and banking practices that restrict their ability to effectively and safely manage their investments and wealth, making offshore centers a practical and ideal solution for their needs. Established offshore financial centers offer financial stability, strong regulation, and investor protection.

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Frequently Asked Questions

Are offshore investments portable?

Offshore investments can be maintained, serviced, controlled, and accessed from anywhere in the world. This means that moving to another location does not necessarily mean you will have to close your accounts. In fact, offshore investments are designed specifically to be portable and work well for professionals with mobile careers.

Why hold my wealth and investments offshore?

There a number of benefits to utilizing offshore financial jurisdictions. They provide a safe, secure, and regulated environment to accumulate and manage your wealth from anywhere in the world. They can provide a high level of investor protection and confidentiality, potential tax advantages, and the ability to access investments unavailable in your country of residence or at home.

Can I access my investments easily?

You will be able to monitor, manage and access information on your investments from anywhere in the world regardless of where you live. In the case of access to capital, a simple transfer request can be auctioned so that you will be able to receive your funds when you need them.

Does investing offshore mean that I don’t have to pay tax?

Depending on a number of factors, your offshore holdings may grow tax free until you need them. Investing offshore may allow you to defer any tax liability until you make disbursements to yourself in the future. Tax planning and management allows you to control when and how you receive those future disbursements, potentially reducing your tax liability.

How safe is offshore investing?

Leading offshore financial centres such as the Isle of Man, Jersey and Guernsey can offer a high degree of security and peace of mind. These centres enjoy first-class credit ratings, as well as a high level of financial regulation and investor and bankruptcy protection. More than half of the world’s assets and investments are currently held in offshore jurisdictions.