Offshore savings plans provide many features that make them an attractive pension savings option for expatriates.

The plans move with you

Offshore savings plans go with you wherever you choose to go allowing you to continuously contribute to your plan.

Multi purpose

You can use offshore savings plans to save for more than one reason for example you could combine your pension and children’s education savings.

Contribution flexibility

Offshore savings plans provide the flexibility to take contribution holidays or reduce premiums subject to the plans terms and allow you to increase your premiums and add lump sums. You can make monthly, quarterly, six monthly or annual contributions by bank standing order, visa and master card.

Investment flexibility

Offshore savings plans offer a wide range of funds and provide the freedom to easily switch between funds giving you the ability to tailor your fund selection to suit your ongoing savings requirements and attitude to risk. The investment flexibility also enables you as you near your chosen retirement date to switch to low risk fund options to preserve gains.

Withdrawals

Offshore savings plans allow you to make partial withdraws and withdraw the full amount as a lump sum when you retire.

Security

Offshore savings plans provide a high level of client protection and confidentiality because they are in highly regulated offshore centres.

Tax

Offshore savings plan funds enjoy tax-free growth and have investment growth added to the plan without deduction of tax (with some exceptions in jurisdictions where withholding taxes imposed on dividends are not recoverable). You will also receive the proceeds of your plan, or any partial withdrawals, without the deduction of tax by the offshore company.

Contact

To contact us simply complete the pension savings enquiry form or send us your requirements by email.