The Holy Grail of direct offshore investment

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[ADVISOR VIEW] An international endowment option is affordable, tax-friendly, easily inheritable and liquid: gustavreinach - BrenthurstSA. Offshore Investing PersonalFinance

Investing directly offshore has gained popularity in the past decade, as investors started looking for the superior returns offered by international markets against the backdrop of a struggling local economy. Many tried to invest directly offshore and had a bad experience doing so thanks to either fees, taxes or estate problems lingering in the back of their minds.

When investing directly offshore it is important to not only know South Africa’s regulations regarding taxes and estate duty, but also the regulations and taxes of the country you are holding your share/portfolio/investment in.An experienced, qualified financial advisor can guide investors through this process. They continuously research ways to invest individuals’ money the best way possible, taking into consideration the present and future risks and regulatory hurdles an investor would face.

 

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