Offshore Investment

Tax Efficient Investments

As a Senior Partner Practice of St. James’s Place, we can provide access to a number of tax-efficient, offshore investment choices in the form of international investments. These can be ideal for investors who wish to invest either on a regular basis or as a lump sum into many different asset classes or currencies.

An ideal use of an offshore investment is for a parent that has provided capital for a child, or for individuals who expect the marginal tax rate to fall somewhat. They could also be beneficial for investors entitled to age-related allowance or investments made by expatriates while non-resident.

Currency movements may also affect the value of investments.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected any may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.