Offshore Collectives Advisers

Are you considering diversifying your investment portfolio with offshore collective funds? Our firm, serves clients in Beverley, Hull and the surrounding areas. We specialise in guiding clients through the complexities of offshore investments, including unit trusts, mutual funds, and investment companies. We will help you understand the tax implications, risks, and rewards, as well as the level of regulatory protection you can expect. Our tailored advice ensures that you make informed decisions that align with your financial goals, whether you're a seasoned investor or new to the offshore investment landscape.

Investing In Offshore Collective Funds

Offshore investment vehicles include unit trusts, mutual funds or investment companies. The offshore company will normally be situated in a country where the investment fund pays little or no tax on its income or gains. While this does allow the investor some benefit while invested, if the proceeds are brought back to the UK they will be taxed at that point.

Risk & Reward

As with any other investment, the risks and rewards will be dictated by the investment strategy and decisions of the investment managers. However, it should be borne in mind that many offshore investments do not benefit from the legislative and regulatory protections that UK-authorised investments have.

Financial Conduct Authority Recognised Funds

These are funds which, although managed overseas, are permitted to market themselves directly to UK private investors. For an investment to be ‘recognised’ it will either be an investment authorised by another regulator within the EEA, or it will have provided information to satisfy the FCA that it provides ‘adequate protection’ to investors and is appropriately managed. However, investors in such schemes will not benefit from access to UK customer protection schemes such as the Financial Services Compensation Scheme.

 

!

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

OFFSHORE COLLECTIVES ARE COMPLEX INVESTMENTS AND ARE NOT SUITABLE FOR EVERYONE, YOU SHOULD SEEK FINANCIAL ADVICE BEFORE ENTERING INTO THIS TYPE OF INVESTMENT.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE .

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE OFFSHORE COLLECTIVES.

Ready to explore the world of offshore collective funds? With our expertise, you can navigate the complexities of offshore investments with confidence. Serving Beverley, Hull, and nearby areas, we offer personalised advice tailored to your financial goals. Contact us today to schedule a consultation and let's start building a diversified and robust investment portfolio for you.

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01482 427246
The Hive,
Minster House,
23 Flemingate, Beverley HU17 0NP.

mail@ashleyphillips.co.uk