Advisors Worldwide

Managing your wealth offshore has many advantages; from having greater access to the best performing fund managers whom are based in more favourable locations such as the Isle of Man, Jersey and Guernsey. Such locations offer investors the best investor protection in the world. In addition you can benefit greatly from confidentiality, access more funds and financial institutions and diverse investment structures. Every expatriate's situation is different with no two circumstances being the same, depending on your country of residence and your own personal situation, the offshore environment can lend itself nicely to helping you achieve your financial goals. Where you are now and where you plan to be in the future can be fundamental to the decision how to structure your offshore holdings.

Expatriates are in the unique position where they can easily establish an offshore investment structure that can hold most assets e.g. cash, funds, pensions, etc. This is quite often referred to as an 'offshore tax free warehouse'. However they are more commonly called a portfolio bond or tax wrapper.

The Portfolio bond are available from some very well known institutions and within these secure structures you can hold your bank deposits, debit cards, currency accounts, equities, bonds, top performing offshore and onshore funds even premium bonds; virtually any asset that is not physical property. In some cases with certain nationalities you can even put in commercial property.

If you are looking to invest with different fund managers along with finding a home for your cash deposits allowing you to diversify your holdings even further and monitor performance with your adviser's guidance, then this sort of structure is certainly worth exploring.

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