Want to access the world’s top fund managers at discounted rates?
Want to get institutional interest rates for your cash?
Want to avoid the EU Savings Tax Directive?
Want to make it easier to manage your investments and accounts?
An Offshore Portfolio Bond could be the solution for you!
If you’re an expatriate and have between 50,000 GBP and 2m GBP or currency equivalent in liquid assets and cash, an Offshore Personal Portfolio Bond may be suitable for you.
If you currently hold offshore funds or even stocks and shares worth more than 50,000 GBP or currency equivalent, there are also significant benefits of holding these in a bond or wrapper offshore that many offshore investors may not be aware of
Through deVere & Partners, we can access the entire market place to find you the best products and the best rates available to match your requirements.
Portfolio Bonds available through our preferred providers benefit from massively discounted fund charges.
Our selected offshore portfolio Bonds can also allow for access to capital and funds if you desire without penalty
To give you an example, investing in a fund managed by one of the worlds leading fund groups or managers can normally have an initial charge of let’s say 3-5%. Through one of our selected portfolio Bonds we can often get this discounted to 0% initial charge for our clients.
Portfolio Bonds also can eliminate the need to pay EU Savings Tax on bank accounts or income generating assets. Currently EU savings tax is deducted at 15%, and will be rising to 35%. Want to hold your cash in the security of a bank account? Well, we can also get you institutional rates!
Why deVere? Being the world’s largest independent offshore advisory group, with over $5.5 billion in funds under management, you can benefit from the advice of some of the best professionals available. The products we use are regulated in secure offshore centres like the Isle of Man, Jersey, Guernsey and Dublin and carry the highest levels of investor protection in the world.
Will these be available for ever? Who knows? Will the loopholes close? Anybody’s guess? But they are available now and the benefits can be tremendous. If the above financial situation sounds like you and you would like to find out more and how you can benefit then you should contact de Vere & Partners.
Alternatively call Adrian Grove
deVere & Partners – Bullet Proofing Your Financial Future Offshore
Leave a Reply