Why invest offshore?
The benefits of investing offshore and the impact of the exchange rate on returns.
Diversifying your wealth outside our borders can make a significant difference to your long-term outcomes.
When you diversify internationally, a much wider range of opportunities to grow your money across countries, industries, companies and currencies becomes available, improving risk adjusted returns.
Global Life Portfolio is a tax-efficient offshore investment option for investors who have a tax rate of more than 30%. It also offers direct access to shares. It is an offshore sinking fund policy that provides investors who are subject to higher tax rates with a tax-efficient way to invest offshore.
You have access to a range of top international investments covering all asset classes that we have carefully selected with our dedicated research process. It is also a valuable estate planning tool, enabling your beneficiaries to get the maximum benefit from the investment after you pass away.
This means you don’t have to declare or pay tax or maintain tax records for this investment. You pay reduced tax rates, and all tax is deducted within the policy (income at 30% and capital gains at 12%).
Global Investment Portfolio supports investors' changing needs and circumstances by offering flexible switching between underlying funds and access to their money any time, in a variety of currencies.
You can add to the investment and make regular or ad hoc withdrawals at any time, depending on your needs. You can also choose the currency and bank account anywhere in the world into which you want to receive the proceeds. Switching between underlying investments is possible at any time (for free) to meet your changing needs and to make the most of market conditions. Although there is no switching fee, capital gains tax may apply.