As an IFA asked to advise a client making an offshore investment, I am recommending an offshore inves...
As an IFA asked to advise a client making an offshore investment, I am recommending an offshore investment bond. He is, however, also interested in the use of a trust and in the choice of trustees. Having taken the time and effort to select the best vehicle for a client's investment, an intermediary will naturally want to ensure the investment remains tax-efficient during and their lifetime. They will also want to ensure other people benefit. Transferring the investment to a trust with a professional trustee helps to ensure the right money is paid to the right people at the right time. A ...
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