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An Expat Investment Guide – A Quick Guide

As an expat, you have access to a brand new world where there are opportunities aplenty. If you want to find out how you can make your money work harder then you should consider looking at the range of products available in the country that you are residing in as well as internationally. With the correct advice and planning, you could be rewarded with significant returns.

Broaden your Investment Portfolio

Many countries have regulations in place that prevent residents from making the most of investment opportunities overseas. However, when you become a UK non-resident, you will lose access to traditional investment options such as ISAs but you will more than likely have access to other offshore investments that can provide a higher level of flexibility. So, this means that you can access more investment opportunities such as the growing fund sector as well as specialist funds including investment schemes and fixed-term deposits.

Enhance your Tax Position

As a UK resident, you have to pay tax on any income but when you become an expat and acquire non-resident status, your tax position changes. Essentially, this means that you now have to adhere to the tax rules of your chosen country of residence. Many countries have a more relaxed approach to the way in which they handle tax when compared to the UK. In some cases, there are countries that don’t tax income at all and some only tax the income that you bring into the country. However, there are also international investment opportunities for expats through corporations as some countries offer tax incentives to foreign investors. They do this in order to attract more capital from outside investors and these incentives are often available to corporations.

You can Benefit from Asset Protection and Confidentiality

While confidentiality might not be high on your list of concerns, when it comes to your investments it can be seen as an advantage. This is something that comes with international investment products and many offshore centres have laws and rules that establish banking confidentiality and asset protection. What this means is that international banks will not give your identity and offshore corporations will not disclose shareholders. However, this is only suitable for investors who abide by the law because when it comes to crimes such as money laundering or drug trafficking, then all reputable and well-regulated off-shore centres will have laws in place that give them the right to disclose identities.


Lewis Samuel / CI-ASSOCIATES


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