understanding-offshore-investment-management

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Understanding Offshore Investment Management

• When it comes to investing our money, it is
  essential to understand the terminology and the
  process.
• Offshore investment is a lucrative opportunity
  particularly for expats looking to maximize their
  returns and here we explain what this type of
  investment means, and when it is most
  advantageous.

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• What it Means to be an Investor
• Investing is a way of utilizing your money to
  produce a revenue stream, or to allow it to
  increase in value. There are multiple ways to
  invest, such as purchasing properties, making a
  financial investment, or buying stocks and shares.

• Offshore Investment
• Any investment made in any overseas market is an
  offshore investment, and most often these are
  highly attractive in countries where tax
  regulations offer a higher rate of return. The
  only substantial difference to any domestic
  investment is the location of the fund.
• Over the last few decades, offshore investments
  have grown in popularity, as reforms relax the
  rules restricting the values that can be
  transferred abroad. This type of investment can
  be used for multiple purposes
• As a retirement investment fund.
• As a savvy way to make your money work harder.
• As a vehicle to produce tax-efficient returns.
• These are more common than you might think, and
  many millions of pension funds are invested in
  offshore vehicles.

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Benefits of Choosing Offshore Investments

• Typically, one of the main attractions to
  investing in a fund based in another country
  relates to tax regulations. As the global
  investment market becomes more accessible, being
  able to choose countries where assets are taxed
  at much lower rates, offers a secure way to
  achieve higher returns and greater financial
  stability.
• Provided returns on these investments that are
  returned to you in your country of residence are
  declared and taxed appropriately, there is
  nothing untoward about choosing offshore
  investing as an efficient and smart way of
  maximizing the value of your investment funds.
• For support understanding the taxation rules and
  how offshore investments would impact your
  obligations, it is always wise to work with a
  financial adviser who can provide advice about
  the most effective options.

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International Investments for Expats

• For expats living away from their country of
  origin, offshore investments can be a lucrative
  way to manage your tax liabilities while
  increasing the size of your asset portfolio.

• As an example, in some countries, you need to pay
  tax on any interest you accumulate through
  savings. Choosing to invest offshore in a country
  with lower rates of tax means that by moving your
  savings overseas, you will reduce the amount of
  tax you have to pay.
• Expats find that using this type of investment is
  a safe and convenient way to protect the value of
  the assets they have saved allowing the security
  of knowing their future income is protected.

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Particular benefits of offshore investment for
expats include

• Tax efficiencies countries with zero tax or
  very low taxation rates can dramatically reduce
  your tax liability and are often accessible
  regardless of which country you now live in.
• Diversification choosing to invest overseas
  allows you a more significant opportunity to
  diversify your investments. By splitting your
  assets between different types of investment, or
  between different offshore locations, you have a
  safety net by avoiding potential risk.
• Global accessibility as overseas investments
  continue to grow in availability, managing
  international investments is becoming more
  streamlined. Many offshore products have services
  specifically designed for expats, such as
  accounts available in multiple currencies, and
  overseas mortgages.
• Risk management as currencies fluctuate, this
  can have a substantial impact on your investment
  funds. By choosing to locate your investments in
  stable economies and currencies, you can create a
  natural hedge against currency fluctuations at
  home that might have devalued your investment
  funds.
• These advances in the functionality of offshore
  investments make it easier than ever before to
  manage a diverse portfolio, and mean that should
  you choose to relocate, your finances neednt be
  affected.

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Comparing Investment Options

• Choosing an investment can be a complicated
  process so we strongly recommend working with a
  wealth management expert who can strategies with
  you and identify the best investment options for
  your circumstances and aspirations.
• There are lots of options to consider, all of
  which depend on how you would like to invest, and
  what you would like to gain from your offshore
  investment fund.
• Here are some of the most common terminologies
  associated with offshore investments, and what
  they mean

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Offshore banking for expats, any bank located
outside of your country of origin is considered
an offshore bank. Simply moving your savings to a
location with minimal, or zero, tax can
significantly reduce your liabilities. Private
banking when you work with a wealth management
expert, you achieve an outstanding level of
confidentiality, and a dedicated level of service
where recommendations made are specific to your
assets. Offshore funds when you invest in a
pool offshore, there are multiple ways to
diversify your portfolio. Well-managed funds can
provide excellent investment returns, and are
typically created for non-residents of that
country making them ideally suited to
expats! Offshore trusts an offshore trust is
a way in which assets can be invested to avoid
heavy taxes, such as inheritance tax. This type
of trust is most often accessed by expats. Note
that the regulations around the use of such
trusts are robust, and so it is essential to work
with a financial adviser to ensure that your
trusts are reported and managed accurately.
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Legalities of Offshore Investing

• Offshore investments are often confused with tax
  avoidance schemes. However, they are a legitimate
  and secure way of ensuring the safety of your
  finances and efficiently mitigating the total
  taxes you need to pay.
• There are, of course, rules about how much you
  can invest, when and where, and how the returns
  on these investments are reported but an
  offshore investment is simply a way to take
  advantage of the benefits available through the
  global investment market.
• Chase Buchanan always recommends consulting your
  financial adviser or working with a wealth
  management professional to ensure your
  investments are made in reputable and stable
  offshore funds and are always disclosed as
  required.
• Every investment carries some level of risk, and
  our consultants always ensure that you have a
  full and transparent understanding of what risks
  are associated with any recommendations we make,
  as well as what returns you can expect to achieve.

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Changing Countries of Residence as an Investor

• Offshore investments offer multiple benefits to
  expats, but if you decide to relocate or move
  back to your country of origin, youll need to
  understand how the regulations will impact your
  investments.
• This all depends on where you are relocating
  from, and where you are moving to but a
  well-managed international investment fund
  located in a tax-efficient offshore location may
  not change, or may incur significant additional
  taxes depending on the country-specific rules.
• Your financial adviser can explain the
  regulations depending on your relocation plans to
  allow you to prepare your finances in advance.

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Why Expert Support is Essential for Successful
Offshore Investment Management

• As with any investment, or any decision impacting
  your finances on a long-term basis, it is
  advisable to work with an expert in offshore
  investing to provide you with personal guidance
  on the ideal ways to invest your assets.
• Chase Buchanan is an expat investment advice
  specialist, and work with you to
• Understand what you would like to achieve from
  your investments.
• Plan and budget for your plans, including
  relocations.
• Advise on the most advantageous investment routes
  and options.
• Structure a long-term strategy to manage your
  asset portfolio.
• Provide advice and recommendations about when to
  make changes to your investments.
• Stable offshore investments can make a
  significant difference to your future, your
  family, and your finances.
• Work with the experts, and ensure that whichever
  investment options you choose, they are designed
  to work for you.

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