Lump Sum Investments

When you have worked hard for your money, why not make that money work hard for you?

Many people use their bank to build their savings, but as interest rates are so low at present, they often don’t realise that, once you take inflation and rising living costs into account, their savings are standing still at best.

The solution is to use your lump sum of money and invest it intelligently. As an international worker or expatriate, there are options available to you that will make your lump sum investments more appealing. These include, tax breaks, investment flexibility, efficient portfolio management, access to funds normally unattainable and ability to take an income without penalties.

Beating the return on savings accounts

One alternative could be an Offshore Investment Bond. This could be the perfect opportunity for you to invest a lump sum in a wide range of funds. They maximise the prospects for capital growth with the 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

If you would like to know more about how we can make your funds work harder for you, then please contact us and one of our professional qualified advisors will be happy to illustrate the various options available to you