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Offshore Investments

Most investments are onshore, which means the product falls within UK jurisdiction and subject to UK tax rules. Offshore investment involves using UK tax rules but having the tax jurisdiction based outside of the UK.

This type of investor usually suits the larger portfolio and can be more expensive than their onshore equivalents.  On encashment, chargeable tax certificates will be generated to HMRC and these plans are NOT tax avoidance plans but give the plan holder control as to when they pay their taxes due.

Onshore plans are subject to HMRC taxes applicable at source. We have access to the full range of investment plans and will explain fully the positives and negatives as well as any tax implications of any investment plans when we present our findings and research to you.

To explore offshore investment funds and receive independent financial advice, please call, Squirrel Financial on 01634 564664.

The value of your investments may fall as well as rise and you may not get back the amount you invested.