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Investments

Many types of investments. Many ways to invest.

We can guide you with experience and care.

There are various financial benefits that apply to expats and a whole host of offshore wealth management solutions that can help secure your financial well-being. Whether your future financial security was one of the reasons for choosing an expat career, or it’s simply a by-product of your choices you need to ensure it remains a priority by investing correctly.

You can optimise on opportunities and solutions that would otherwise not be available to you and structure your finances to put yourself in the best position from a tax perspective using overseas offshore investment products in order to reduce your liability. The savings that smart wealth management strategies can deliver can add up to tens or even hundreds of thousands of pounds, dollars or euros over your lifetime.

Keep things simple and safe and don’t invest in jurisdictions that are politically unstable, if you can’t afford big losses invest in lower risk options, always transfer any money directly to a product provider rather than via an adviser and do your research on adviser regulations in your jurisdiction and don’t take advice from those who aren’t regulated.

01.

Investment type.

Lump
Sum
Management

One off lump sum investments are an ideal way to invest for your long term financial goals. If you have a sum of money invested elsewhere that you feel isn’t getting the returns it should or could, a lump sum investment could be for you.

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02.

Investment type.

Discretionary
Portfolio
Management

An option for clients with £150,000 or more to invest, managed in conjunction with Brewin Dolphin, one of the UK’s leading wealth managers, founded in 1762 and one of the founding companies of the London Stock Exchange.

  • Have the day to day management and implementation taken care of because your time is valuable.
  • Choose a traditional solution or customise your options.
  • Set your own goals and establish your risk tolerance and future needs.
  • Exclude specific asset classes you would prefer not to invest in for political, ethical or religious reasons.
  • Have a direct relationship with your investment manager.
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03.

Investment type.

Regular
Savings
Plans

Regular investing is an alternative to investing a lump sum, this enables you to contribute on a regular basis to a long-term financial plan that ensures your financial security. As an expat it’s quite likely that you are not on par with those receiving their national and employer benefits and, in this case, you should consider setting aside a regular, affordable amount into a savings plan.

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Quality advice.

 

There are many financial benefits to being an expat and a whole host of offshore wealth management solutions that can help secure your financial well-being. Our guide below helps explore different options you could take in offshore investment.

Feel free to ask a question below or download your free guide here.

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