Offshore Investments

If you want to invest in a wider range of asset classes or currencies, our offshore solutions could offer the service you need.

Offshore investments are attractive in a range of circumstances, such as when a parent provides capital to a minor, or for those who expect their marginal tax rate to fall. They can also benefit investors who are entitled to age-related allowances or expatriates who want to invest while being non-resident.

Whether you want to invest regularly or as a one-off lump sum, our offshore solutions offer the following benefits:

  • They maximise growth prospects
  • They spread your risk
  • They give you access to carefully selected and monitored investment managers

An offshore investment solution allows you to:

  • Choose a predictable regular income
  • Easily switch between funds
  • Benefit from reduced liability to income tax and capital gains tax

Please note that we present this information based on current legislation and HMRC practice. It is not intended to be advice on tax planning. If you’re unsure of your tax position, we recommend that you take advice before you invest.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value could therefore go down as well as up. You may get back less than you initially invested.

The value of investments may fall as well as rise purely on account of exchange rate fluctuations.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.