Offshore bonds act as a tax-efficient ‘wrapper’
within which to construct an investment
portfolio to suit your particular investment
requirements and attitude to risk. Because the
bonds are offshore, any growth in the
investments will be added to the bonds without
any deduction of tax with some exceptions in
jurisdictions where withholding taxes imposed on
dividends are not recoverable.
Offshore bonds provide different levels of
investment flexibility to suit different
investor’s requirements. The bonds described
below are collective bonds, personalised
collective bonds and personalised portfolio
bonds.
Collective Bonds
Collective investment bonds provide a simple
cost effective solution for expatriates wishing
to create a diverse portfolio of investment
funds to suit their particular requirements and
attitude to risk. The investor can select funds
from an extensive fund range including funds
provided by many of the worlds leading fund
houses.
Personalised Collective Bonds
Personalised collective bonds are more suitable
for experienced investors who want to create a
portfolio of investment funds by selecting funds
from outside of the bond providers fund range.
Personalised Portfolio Bonds
Personalised portfolio bonds are the most
sophisticated type of investment bond. The
investor is able to manage a diverse portfolio
of the following assets within a single cost
effective financial product with the minimum of
fuss and paperwork. Stocks and shares, fixed
interest securities, selected currency deposits,
offshore or authorised unit and investment
trusts, and private company shares.
