When planning the finances of an international family, saving effectively for the future is one of the most important factors to be considered. Many expatriates wisely view their high-earning overseas years as the perfect opportunity to maximise on their savings capacity and quickly build a capital reserve for use in years to come.
Bearing in mind that it is no easy task to plan with absolute certainty where (and when) you will eventually settle, it makes good sense to take advantage of the flexibility, security and growth potential of offshore investment vehicles that have been created for expatriates in your situation.
Offshore Savings
We offer a range of simple, cost-effective and flexible savings schemes from the leading offshore product providers. As an independent brokerage we are able to identify and recommend the most cost effective and appropriate solution for each clients circumstances, objectives, budget and risk profile.
Key Features
- Schemes available from at little as €150 per month.
- Rising bonuses and discounts for higher regular investments
- Wide range of fund managers, free switching between funds
- Very cost effective way to access a wide range of investment funds
- Tax-free growth and secure investor protection legislation
- Internationally portable
- Premiums can be increased, decreased, paused or stopped (after an initial period)
- Premiums can be paid in different currencies
- Premiums can be paid by internet transfer, bank mandate or credit card.
- Proceeds can be taken as a lump sum or income
Common uses
- Repay mortgage capital
- Education fees costs
- Dream purchase (holiday home, boat etc..)
- Rainy day money
- Early / additional retirement capital
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