Investing Offshore

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Why Invest Offshore?

The term “offshore” was originally intended to refer to banks located offshore from England in the Channel Islands. The term is now used figuratively and can apply to banks located in many regions, particularly Bermuda, the Cayman Islands, the Bahamas and politically neutral European jurisdictions including Switzerland and Luxembourg.

Both individuals and organizations may consider holding assets offshore for a number of legitimate reasons, including:

The existence of a complex infrastructure of financial institutions and professional service providers (attorneys, accountants, corporate services, etc).
Less onerous government regulation - though still fit-for-purpose and effective - in the region in which the bank is domiciled. This can facilitate and foster a favorable investment environment when compared to onshore environments.
Deriving benefit from the environment fostered by politically and economically stable jurisdictions. This can be an obvious advantage for individuals or institutions who reside or are based in politically unstable regions in which the security of their assets cannot be guaranteed.
Tax neutral. Having no associated local tax burden is an obvious advantage for individuals whose worldwide income is not liable to taxation or those who may be able to defer taxation.
Estate and/or asset protection planning.
Robust and effective privacy and confidentiality laws to help protect depositor's privacy.

Note: It is highly recommended that you consult qualified legal and tax professionals in your country of residence before moving assets offshore.

For the Expatriate

Ensure that your provisions for medical protection are up to code.

Relocating overseas is often a traumatic process and its implications can occupy your thoughts for some time before, during and after the actual move. Among the chief concerns for many is the impact upon the wellbeing of your family.

Regardless of which country you choose for your relocation, your responsibility to your family and, of course, yourself will remain at the top of your list of priorities.

The availability and cost of comprehensive health care services will inevitably vary from country to country and the onus is on you to ensure that you and your family will be able to afford to access the best possible facilities on the most flexible terms.

Expatriate health coverage requires specialist expertise.

The sheer number of providers and the even greater choice of products can appear overwhelming without the benefit of expert assistance. Issues like the most appropriate level of care and its cost must be carefully analyzed or at best, you will be over-insured and paying for cover that you don’t need whilst, at worst, you and your family could be under-insured and left facing hefty excess charges.

Make no mistake, the cost of medical insurance is rising and this trend is likely to continue indefinitely so it makes sense to ensure that you take advice from experts who will assess your individual circumstances and the type of cover you need before looking at the marketplace in your new country of residence.

We have access to the entire overseas health insurance marketplace. Once a senior adviser from Offshore Financial has identified your family’s exact requirements, he will search the local market for the best solution before presenting it to you for your consideration. Please complete our online contact form for free advice and information without obligation.