Investments : Offshore Investing

Charlwood Leigh deal with a number of clients who live abroad and has, therefore, had great experience in investing in Off-Shore arrangements for clients who are not subject to UK tax.

It is now becoming cost-effective, however, for people who are subject to UK tax to invest in Off-Shore arrangements. Investing Off-Shore in either growth unit trusts or off-shore investment bonds is an excellent way to defer paying tax on investment growth. There are a wide range of companies now offering Off-Shore Investment Bonds and Unit Trusts, which offer significant tax planning opportunities for clients. Investors interested in this area might like to also read our Investment Bond section to read a little more on how such investments are treated for tax.

Equities are generally a higher return investment compared to other classes of assets over the long term. But you need to be aware of the following risks:

The capital value of units purchased through these plans, and the income which they can produce, can fall as well as rise depending on Stock Market conditions and the demand for the security on the open market.
Investments for equities should be considered for the medium to long term, as if you encash the investment in the early years or at a time when the markets have moved against you, you may get back less than you originally invested.
Past performance is no guarantee of future returns and independent advice should be sought as to the best investment route for your personal circumstances.

Charlwood Leigh Limited
Registered Office: Cameron House, Church Street, Leatherhead, Surrey, KT22 8EF, UK. Registered in England 2436806.
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Charlwood Leigh is authorised and regulated by the Financial Services Authority (FSA) , and subscribes to the Mortgage Code.