OFFSHORE INVESTMENTS

What you can expect from us:

  • We create bespoke advice strategies designed to align your objectives with the optimal offshore application.
  • Zero commissions and clearly articulated fees that are commensurate to the value you receive. 
  • A turnkey, seamless service investing in any international fund manager of your choice in either US Dollars, Euros or Pounds.
  • We can invest your money into leading global fund managers including Vanguard, Blackrock, Goldman Sachs, Franklin Templeton, iShares, JP Morgan, Morgan Stanley, and Schroders etc.
  • Guernsey jurisdiction, ensuring well managed regulation.
  • Tax efficient vehicles minimising the tax on your investment returns.
  • Assist in obtaining your SARS tax clearance certificates. 
  • Preferential forex rates through our relationship with Investec Corporate Accounts.
  • Comprehensive choice of Exchange Traded and Index Funds.
  • MSCI funds in Europe, USA and China.

How our advice benefits you:

  • We significantly increase each and every one of our clients investment returns.
  • Our in depth knowledge of the offshore investment landscape including the legal and regulatory environment ensures you receive appropriate advice commensurate to your objectives.
  • Diversified Investment portfolio’s hedge your investment risk against political and economic instability.
  • We don’t charge commissions therefore there are no hidden costs or penalties ensuring the best possible returns.
  • Exposure to markets over a hundred times larger than South Africa’s JSE, including health, bio and tech stocks including Apple, Facebook, Amazon, Netflix, YouTube and Google.
  • Prudent strategies which mean we never take unnecessary risks, preservation of your capital is paramount.
  • Tax efficient savings vehicles help minimise CGT and interest payable.
  • Situs tax and Probate is managed and mitigated.
  • Indemnity against negligent advice.

Applications of our advice:

Once you’ve decided to invest with us we have a host of well known vehicles to achieve your goals.

An individual pension plan that allows you to save for your retirement in a tax free manner. 

Key features 

  • Contributions up to certain limits are tax deductible
  • Contributions can be increased, lowered or stopped at no cost
  • The internal fund return is tax free
  • The investment can be structured to suit your risk profile within limits prescribed by sect.28 of the pension fund act
  • No commissions or exit fees
  • Access to high performing funds
  • Real time investment report

A discretionary savings vehicle that enables you to invest in a tax efficient manner. If your marginal tax rate is more than 30% and you require a degree of liquidity, this vehicle is for you.

Key features

  • Your investment can enjoy 100% offshore exposure. It is not limited by sect 28.
  • Invest in all four asset classes with no restrictions on allocation
  • Minimum investment term is 5 years
  • Access your capital plus 5% compound interest tax free within the first 5 years.
  • No commission or exit fees
  • Invest in funds with 100% offshore exposure

This is an investment vehicle for investors who have disposable discretionary money and wish to save for any short, medium or long term goal. Growth is taxable in the investor’s capacity only on switches or withdrawals.

Key features

  • invest in offshore fund managers
  • index- tracking fund
  • active manager funds
  • access exchange traded funds
  • speculate in commodity’s like platinum, rhodium and palladium

A retirement savings plan that allows you to preserve your retirement savings in a tax efficient vehicle when you resign are dismissed or retrenched

Key Features

  • No tax is payable on transfer to a preservation fund
  • the returns on capital within the fund are tax free
  • the investment can be tailored made to your risk profile as long as it is in line with regulation 28
  • No commission payable nor penalty’s or exit fees.
  • Online real time reporting

An investment which enables you to invest your retirement annuity, pension, provident or preservation fund into a tax friendly vehicle and make regular income withdrawals.

Key Features

  • Investment can be structured to suit your exact income needs without taking unnecessary risks
  • There is no limit of offshore exposure
  • Diversification between local and offshore funds means less risk
  • No commission or penalty fees payable
  • Top performing low cost funds available to enhance your investment returns
  • The income you choose can be between 2,5% and 17,5% of invested capital
  • Your chosen income level can be adjusted each year

An investment which enables you to invest your retirement annuity, pension, provident or preservation fund into a tax friendly vehicle and make regular income withdrawals.

Key Features

  • Investment can be structured to suit your exact income needs without taking unnecessary risks
  • There is no limit of offshore exposure
  • Diversification between local and offshore funds means less risk
  • No commission or penalty fees payable
  • Top performing low cost funds available to enhance your investment returns
  • The income you choose can be between 2,5% and 17,5% of invested capital
  • Your chosen income level can be adjusted each year

An investment which enables you to invest your retirement annuity, pension, provident or preservation fund into a tax friendly vehicle and make regular income withdrawals.

Key Features

  • Investment can be structured to suit your exact income needs without taking unnecessary risks
  • There is no limit of offshore exposure
  • Diversification between local and offshore funds means less risk
  • No commission or penalty fees payable
  • Top performing low cost funds available to enhance your investment returns
  • The income you choose can be between 2,5% and 17,5% of invested capital
  • Your chosen income level can be adjusted each year

How many millionaires do you know who have become wealthy by investing in savings accounts?

- Robert G Allan