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  • The extension of the KID to insurance
    25.06.2014
    Developed to make the process of buying funds simpler for investors, Key Information Documents are to be brought into the insurance arena. David Howell asks whether it can work. Originally brought in to help consumers cut through pages and pages …

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Wealth Management Advice – Lump Sum and Offshore Investments

Wealth Management Advice – Lump Sum and Offshore Investments

A lump sum or offshore investment gives you the opportunity to make sure that the money you’ve worked hard for is working hard for you in return.

Our professional financial advisors here at Guardian Wealth Management can help you to make sound investment choices that will see a positive return on your invested funds.

Many people use their bank account to build their savings, but with interest rates so low at present, once you take inflation and rising living costs into account, it is often the case that these savings are standing still at best.

With this in mind, the most effective wealth management solution is to use your lump sum of money and invest it intelligently. Lump sum or offshore investments mean that instead of being inactive, your money has the chance to build and grow – giving your personal finances a welcome boost.

If you’re an international worker or expat looking for alternative wealth management solutions, there are options available to you that will make the idea of a lump sum investment more appealing.

These benefits include:

  • Tax breaks
  • Investment flexibility
  • Access to funds normally unattainable
  • The ability to take an income without penalties

Offshore Investments: Beating The Return On Savings Accounts

Offshore Investment Bonds are one of the alternative financial planning solutions that can prove to be economically advantageous.

Our financial advisors can talk you through the process of securing an offshore investment bond and explain how this could be the perfect opportunity for you to invest a lump sum in a wide range of funds.

An offshore investment bond can maximise the prospects for capital growth, with the added convenience of holding all your assets in one portfolio.

Offshore Investment Bonds also offer you the following benefits:

  • Tax-free growth on income and the underlying capital in the fund (in some tax jurisdictions)
  • An almost unlimited choice of assets and funds to give you greater growth opportunity whilst spreading the investment risk
  • Cash withdrawals to provide an income
  • Access to institutional high rate deposit accounts.
  • Ability to invest in multi currencies

Financial Advisors – Helping You With Lump Sum Investments

Guardian Wealth Management operates from a variety of different countries across Europe and the Middle East, providing qualified and professional financial advice to expats and clients around the world.

If you would like to know more about how we can make your funds work harder for you, then please contact us now and let one of our professional, qualified financial advisors illustrate the various lump sum investment and wealth management options available.

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