Always assess before buying

offshore

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All potential offshore investors should first consider the tax on an investment's income, the profit or loss when the investment is sold, and estate, gift and wealth taxes

Investors want higher and higher returns, while the range of products on offer is increasing in complexity all the time. Hedging can be high risk. This is made even harder when the level of return is affected by the tax position of the investor or the investment itself. How can one know whether investing in an offshore fund will be a good or bad thing for a particular investor? Thankfully, there are a few basic principles and simple guidelines that can help. First though, it is important to stress that one should avoid allowing the fiscal tail to wag the investment dog. Tax is only one ...

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