Offshore Investments
Offshore investments are often an attractive option to people where a parent has provided capital to a minor, or for those who can expect their marginal rate of tax to fall. They are also of benefit to investors entitled to an age-related allowance, or expatriates investing.
St. James’s Place offers a range of offshore, tax-efficient investment solutions via a range of international investments designed for investors wanting to invest regularly or as a one-off lump sum into a range of asset classes and currencies.
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 can therefore go down as well as up. You may get back less than you invested.
Currency movements may also affect the value of investments.
The levels and bases of taxation and reliefs from taxation can change at any time and is dependent on individual circumstances.
For further information, specific to your circumstances, please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk
These investments aim to:
Maximise growth prospects
Spread risk
Offer a range of carefully selected and monitored Investment Managers
Give you the option of a regular and predictable ‘income’*
Allow you to switch between funds easily
Reduce your personal liability to Income and Capital Gains Taxes
*If the ‘income’ taken exceeds the growth of the Plan, the capital will be eroded.
Related Services
Gifts
Making a gift of money or assets can be a valuable exemption from Inheritance Tax.
Growth & Income
St. James’s Place have created risk-related growth and income portfolios from the range of funds available.
Inheritance Tax
Without careful planning, HM Revenues & Customs could become the biggest beneficiary of your estate.
Investing for Income
We can provide you with a tailored portfolio that is completely bespoke to you. St. James’s Place funds invest in a wide range of asset classes.
Investment Bonds
An Investment Bond is a long-term investment product, offering many benefits including a wide range of asset classes.
Unit Trusts
A Unit Trust is suitable for those looking to gain capital and income in the medium to long term, providing a wide range of solutions.
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Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH