Investment

Investment

When it comes to longer term investing, expats should not let “the tax tail wag the investment dog”.  In other words, first and foremost you should invest because it’s right for you.  Tax should be secondary.  If you lose money in poor investments – you wont have any tax to worry about!  Common sense?  We think so too....

 

Of course some consideration should be given to tax efficiency, but in most instances as an expat many taxes both locally and back home can be limited simply because you are and expat; or intend to be. 

 

In our experience people conduct more due diligence on who is servicing their car than they do on who is managing their investments.  Unlike in the highly regulated UK financial market numerous expats have experienced huge losses, poor advice and have invested in highly inappropriate products recommended by inexperienced, under qualified and commission hungry advisers.

 

ALL investors seek the same when it comes to quality, cost and support

Our award winning portfolio management service is a cost effective place to hold your unit trust/investment trust portfolio.  When combined with additional specialist offshore products you can indeed:

 

  • Generate highly tax efficient growth & income
  • Limit risk to capital
  • Guarantee an income stream
  • Avoiding costly offshore bond products.

 

CONTACT US

Knowledge base

 

As part of a large UK plc fully FSA authorised & regulated, we provide valuable peace of mind to those planning to work or live overseas.  

 

We have access to private [by invitation only] offshore investments with high levels of both income and capital guarantees.

 

 

Wish to buy currencies/move currencies abroad?

 

Use Ebury Partners, our preferred choice:

 

Follow our blog

 

Our blog covers topical financial planning issues & wealth management issues.

 

Financial planning & wealth management are serious subjects that require individual advice, however sometimes we may feel it appropriate to introduce some humour. We trust that you will take this in the spirit that it is intended.

 

Read the latest stories in our blog 

Contact us

 

Contact us by phone, email, post or in person to find out how we can help you with all aspects of your financial planning.

 

We are experts in wealth management for both UK residents and those now living overseas.

 

Contact us today 

Testimonials

 

"Altogether your help and advice has been first class."

 

"A great balance of the truly personal service, balanced with the need to comply with regulatory constraints."

 

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Investment