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OFFSHORE INVESTMENTS

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bespoke
advice
strategies
Fee-based
pricing
turnkey
implementation
leading
global fund
managers
guernsey
jurisdiction
tax
facilitation
Situs &
probate
offshore
bank accounts
eft &
index funds
multi-currency
reporting
WHAT YOU CAN EXPECT FROM US

WHAT YOU CAN
EXPECT FROM US

Slide BESPOKE
ADVISE
STRATEGIES
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FEE-BASED
PRICING
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LEADING GLOBAL
FUND MANAGERS
4
TURNKEY
IMPLEMENTATION
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GUERNSEY
JURISDICTION
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SITUS &
PROBATE
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TAX FACILITATION 6 OFFSHORE
BANK ACCOUNTS
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EFT & INDEX FUNDS 9 MULTI-CURRENCY
REPORTING
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HOW OUR ADVICE
BENEFITS YOU

  • We significantly increase each and every one of our clients investment returns.
  • On average, we have reduced our clients’ investment portfolio costs by up to 70%.
  • 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, Alphabet, Berkshire Hathaway and Tesla.
  • 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

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