One of the main attractions of investing overseas is the tax advantages that are often available. Your investment returns may be completely taxfree, or if they are liable for tax, chances are it will be at a far lower rate than you would pay at home.
A huge benefit of investing overseas is that there is far greater choice. There are countless investment products that are difficult to access in the UK, so overseas investments give you much more flexibility. Although choice of-course is a great thing to have it can also present you with poroblems; there can be such a thing as too much choice! That's where we come in, we are international financial advisors regulated in every juristiction in which we operate, our experts will know what is best for you depending on your atitude to risk, what results you are looking for, where you live and what your timescale is. We will make sure you get the very best from your overseas investments.
Overseas investments can also offer protection for you against fluctuations in currencies, which is great news for expats. GWM work with proffessionals who have worked hard for their and are not in the interest of losing it. For that reason we place your money in UK crown dependencies such as The Channel Islands, and the Isle of Man. The reasons we use these territories is because we are a UK based company and are therefore very familiar with the regulation. They are politically stable and offer the best protection, up to 90% of your investment and it's uncapped. On the odd occasion when it is not possible to use these areas we may use other European countries in which we have performed due dilligence and feel confident. Your money is our priority and protecting it is paramount.
No. You are entitled to plan with your money to position you best for taxation, this is not tax evasion. Using overseas investment products in order to reduce your tax liability is completely legal. The savings that smart wealth management strategies can deliver can add up to tens or even hundreds of thousands of pounds, dollars or euros over your lifetime.
By adhering to the following guidelines, you'll have a much better chance of ensuring that your money is safe:
When it comes to a good wealth management company, size really can matter. Look at how many clients they've worked with, any testimonials that they can provide from customers past and present, and the number of transactions that they have carried out for their clients. Always make sure that your advisor is properly regulated – for example the FCA in the UK or the FSMA in Belgium, or any other relevant bodies in the jurisdiction from which they operate.
There's no definitive answer to this one; finding the right jurisdiction depends on your personal objectives. Some locations offer better tax benefits, while others will give you greater flexibility or a higher rate of investor protection. Our financial advisors at Guardian Wealth Management can show you the different options available and explain the specific benefits related to each jurisdiction.
It is very refreshing to, at last, have an advisor who not only regularly reviews my investment with me but comes fully prepared with contextual notes of where the portfolio should be headed.
After a fall out with a rival financial advisor outfit in Dubai. My previous experiences had been of pushy, arrogant people, however I found Jess to be a breath of fresh air in her approach.