Offshore Investments

Offshore investments can be really helpful if you’re a parent wanting to provide capital for a child under 18, if you’re expecting your tax rate to fall or you’re planning to live outside of the UK at some point in the future. They also benefit investors entitled to an age-related allowance, or expatriates investing while non-resident.

We offer a range of offshore solutions, designed for investors wanting to invest regularly, or as a one-off lump sum.

Offshore investments will allow you to:

• Maximise your growth prospects
• Spread your risk
• Have your funds managed by our carefully selected and monitored fund managers
• Take a regular and predictable ‘income’ if you wish
• Switch between funds easily

Note: This information presented is based on existing legislation and HM Revenue & Customs practice. It does not amount to tax planning advice. Any potential investor who is unsure of their tax position is recommended to take advice before investing.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value could therefore go down as well as up. You may get back less than you initially invested.

Currency movements may also affect the value of investments.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Please note that the withdrawals taken exceed the growth of the plan, the capital will be eroded.