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 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 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 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.