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Guide to Offshore Investments

    CPD
    Approx.60min

    Introduction

    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.

    In this guide

    CPD
    Approx.60min

    Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

    1. How are offshore investments defined?

    2. According to the IMA, what authorisation and compliance is required for offshore funds listed by the association?

    3. How are offshore funds taxed?

    4. Why is it preferential to use funds with reporting status with HMRC?

    5. For whom might an offshore bond be suitable from a tax planning perspective?

    6. What are the requirements to advise on offshore products?

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