offshore companies need to make themselves relevant to financial advisers who, once caught in the net, will bring their clients too
One way to encourage offshore sales is for offshore companies to make their offering as relevant as possible to financial advisers and their clients - to tune in to the right wavelength. A good example is retirement planning - an area very relevant to most advisers. Many commentators have identified that there are advantages to offshore contracts when clients are considering retirement options such as tax benefits and greater freedom on how and when to take their benefits. The tax arguments for investing in an offshore contract become even stronger for those clients who will be above the...
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