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Independent offshore financial services for expatriates

 

Investing when Retired to Provide Income

If you are about to retire and want to invest a lump sum to provide you with a regular income you should consider the following points when choosing a suitable investment:

Will the investment allow you to take regular withdrawals at fixed intervals to provide an income?

Will the investment allow you to take adhoc withdrawals to pay for unexpected events?

Will the investment and withdrawals receive beneficial tax treatment?

Will the investment offer you a wide range of investment funds to create a portfolio with a level of investment risk you find acceptable?

Will the investment allow you to make changes to the investment funds?

Will you be able to select an investment fund option that manages the day to day investment decisions for you if you do not want to do this yourself?

Offshore investment bonds

All of the above points can be taken into account by investing in an offshore single premium unit linked insurance policy also know as an investment bond. Withdrawals from investment bonds can be transferred automatically to wherever the investor wishes. Investment bonds

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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