Offshore Investment Bonds

Offshore investments are often an attractive option where a parent has provided capital to a minor or for those who can expect their marginal rate of tax to fall. They can also benefit investors entitled to an age-related allowance or expatriates investing while a non-resident.

At McMillan Wealth Consultants, we offer access to a range of offshore bonds and fund solutions through a variety of international investments that have been designed for those wanting to invest regularly or as a one-off lump sum into a range of asset classes and currencies. We can also provide you with a carefully selected and monitored choice of Investment Managers who will advise you on the best course of action for your needs.

Our offshore investments can be set up to:

  • Aim to maximise your growth prospects
  • Spread risk across your investment portfolio
  • Provide you with a regular and predictable ‘income’
  • Allow you to switch between funds easily
  • Help to reduce your personal liability to Income and Capital Gains Taxes

Please note that the information presented is based on existing legislation and HM Revenue & Customs practice and does not amount to tax planning advice. Any potential investor who is unsure of their tax position is recommended to take advice before investing.

For further information specific to your circumstances, please contact us for an initial consultation to discuss your requirements.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Currency movements may also affect the value of investments.

The levels and bases of taxation and reliefs from taxation can change at any time and is dependent on individual circumstances.

Interested? To find out more call 01273 390561

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