the world of offshore investment.

Investing in offshore funds, or keeping your assets offshore is not essential if you are an expatriate, but it is likely to be the most tax efficient way of managing your money. This is our guide to the most cost effective way of taking full advantage of offshore funds and investment opportunities for the expatriate and other international investors.

what we can offer you

We provide online facilities for expatriate and international clients interested to invest in offshore funds and expatriate insurance and we offer the best discounts and product enhancements on all expatriate insurance products and offshore funds.

By proceeding further it is assumed that you have read, understood and agree with the disclaimer.

If you are interested in offshore investment or require help finding an expat pension, offshore asset protection trust or just plain old offshore funds, this site can help you find it.

If you are looking for offshore banking for an expatriate or require help finding expatriate insurance, expatriate life insurance, expat medical insurance or expat health insurance you will be diverted to our associate offshore investment web site for more information.

All offshore funds offered here can be obtained at a discount to normal pricing. You can access your preferred offshore funds group through the menu to the left or you can go through the right hand menu to browse all the facilities and services available through this site. 

about offshore funds

Offshore funds work on the same principle as onshore investment funds or mutual funds, pooling investors' money to provide the benefits of a well diversified and professionally managed portfolio of investments.

A fund qualifies as an offshore investment if it is incorporated in an offshore centre and intended for use by non-residents of that jurisdiction. Such funds generally pay little or nothing in the way of local taxes, although they may receive dividends or interest net of withholding tax depending on where and in which assets they invest. The same is true of offshore banking since the offshore banking institutions do not automatically deduct tax from the interest as their UK counterparts would have to do although you should read the section on the new EU Savings directive as this may now apply to you if you are a citizen of a European country living in a different country within the scope of the directive.

If tax is not the deciding factor in using offshore funds or an offshore trust, the scales may be tipped in their favour by other considerations. The type of investment may simply not be on offer onshore, due to regulatory prohibition or a lack of demand. Hedge funds are an example of the former and currency funds the latter.

services and solutions

There are thousands of offshore funds to choose from, around 38,000 in fact. We provide an opportunity for you to narrow the choices down, saving you time and money

Alternatively if you have a specific interest in an offshore hedge fund, offshore insurance product, or specific offshore funds types listed on the right you can shortcut to that type of fund to save some time.

Our expat pension section and our regular savings section which includes education fees, college fees etc, offer massive additional allocations to some of the best offshore regular savings plans on the market provided by all the major offshore insurance companies.

We will provide a free offshore investing and funds newsletter to all who register with us so please do so now to ensure your regular update on offshore funds, offshore hedge funds and all aspects of expatriate insurance.

Please go to our offshore investing advice site for general planning tips and also to access our centres for expat insurance, expat medical insurance and expat health insurance.

Please be aware that some jurisdictions especially the US, UK and Hong Kong place restrictions on their residents when offshore investing in this type of product and so you must satisfy yourself that these rules do not apply to you before you enter the site. In any event, we will advise you if any of these rules apply to you.