Offshore Savings Plans

Benefits

Offshore savings plans allow expatriates to continue saving while moving from one country to another or when returning home.

Simple payment methods including visa and master card.

Ability to make partial withdraws of cash before the plans maturity and withdraw the full amount as a lump sum when you retire.

Flexibility to take contribution holidays or reduce the saving amount within the plan terms.

Security provided by international insurance companies in highly regulated offshore financial centres.

Ability to use the savings plan to save for more than one reason for example you could combine your pension and children’s education savings.

Offshore savings plans offer a wide range of collective investment funds managed by some of the world’s leading fund management companies. The wide fund range lets savers choose investment funds for their plan that suit their personal investment objectives and tolerance to investment risk. Savers have the flexibility to make changes to their fund selection whenever they wish.

Regular savers may benefit from the long term effect of cost averaging read the following Guide

Send us your objectives

Simply use the enquiry forms to send us your objectives or send us your phone number and we will call you to discuss your requirements. Our service is confidential and free of obligation or fee.

When we receive your enquiry one of our consultants will send you their contact details and information about one or more offshore financial products that can be used to achieve your objectives.

When you have considered the suitability of the products and compared their benefits the consultant will answer your questions and provide any other information you need to help you establish which product is best suited to your requirements.

When you have chosen a product we will send you the application forms, provide simple instructions to help you complete them and make sure your application is processed smoothly.

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