Guide to Offshore Investments

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CPD
Approx.60min

    Guide to Offshore Investments

      pfs-logo
      cisi-logo
      CPD
      Approx.60min
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      Introduction

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      Tax efficient offshore investments have come into greater focus in this context, offering as they do either deferred taxation through bonds or ostensibly stronger returns due to reduced underlying taxation through funds.

      But with many charging higher fees and investor protection significantly less comprehensive than for UK-domiciled investments - a key consideration in today’s uncertain times - advisers must place client suitability to the fore.

      What are the pros and cons of offshore investing, what type of investments are on offer and who should consider going offshore? This guide will help advisers to answer these questions.

      Supporting material supplied by Royal London 360 and the Investment Management Association.