Company investments (Offshore Bonds deposit based and risk-based)
Offshore bonds are corporate bonds, or investments in private companies, that are held offshore. As a result, they benefit from 'gross roll-up', whereby investment growth can be achieved quickly as gains are not taxed at source.
Minimum investment amounts, higher management fees and a greater degree of risk mean that offshore investments require careful consideration and professional advice.
How we work
Our advisers will find investment options to suit your attitude to risk and investment amount. We will consider:
- how best to use the available reliefs, such as the 5% tax-deferred allowance for withdrawals
- whether a pooled or collective investment would be suitable
- estate planning to protect offshore bond holdings from inheritance tax.