top of page
Jessica Garcia

Is offshore investing right for expats? Here's what you need to know

Updated: Nov 19, 2024


offshore investing, expat finance, wealth management, expat investments, tax efficiency, global investing, retirement planning, citizenship by investment, property investment, currency accounts

If you're thinking about offshore investing, you're not alone. Many expats - especially high-net-worth individuals and retirees - are looking to this option to keep their wealth safe and growing. But what's it all about, and could it work for you, as an expat?


First up - What’s offshore investing for expats?


Put simply, offshore investing means putting your money to work outside the country where you live. For British expats, this often means investing through places like Luxembourg or the Channel Islands.


You can invest in everything from basic savings accounts to property – and plenty in between. The key is that it's all handled through well-regulated financial centres abroad.


What are the advantages of offshore investing for expats?


Why should expats consider offshore investing? The benefits are plenty.


Better tax setup


Many offshore locations offer tax benefits that you won't find at home. While you'll still need to tell the taxman about these investments, they can often grow your money more efficiently.


Keeping your wealth safe


Think of it as not keeping all your eggs in one basket. With inflation eating into savings, political shake-ups, and conflicts, more expats are looking for ways to protect their money. By spreading your money across different countries, you're better protected if things go wrong in any single place.


Money in different currencies


This is handy if you're living abroad. You can keep and invest money in different currencies, which helps if you're earning in pounds but spending in euros.


More investment options


Offshore investing lets you put money into markets and investments you might not be able to access from your home countries. More choice often means better opportunities.


A path to a second home and passport


Here's a bonus. Some investments can help you move abroad. Countries like Portugal, Spain, and Greece will give you residency rights if you invest enough. Your whole family could live, study, and work there.


Types of offshore investments - which is right for expats?


Fixed-interest or income investments


If you want regular income without too much risk, offshore bonds and fixed-income products might be your thing. They pay steady returns – perfect if you're retired or planning to retire.


Investment funds


These are like ready-made investment packages. Experts pick a mix of investments from around the world, which can be easier than trying to do it all yourself.


Property


Buying property abroad remains popular. You could earn rent from it, use it as a holiday home, or just watch its value grow over time.


Currency accounts


These let you save and spend in different currencies. They're brilliant if you live between countries or get paid in one currency but spend in another.


How we can help 


International Wealth Ventures is here to make offshore investing clearer and simpler. We'll guide you through your options for citizenship by investment, retirement planning, and tax advice, helping you build a stronger financial future abroad.

bottom of page