Yes, you should invest offshore. But, timing and the where and how is worth investigating. The biggest mistake is making an emotional “knee -jerk” decision. This often leads to taking on inappropriate risk and at the worst time, often after the horse has bolted. It’s important to make a rational decision and to take your money offshore for the right reasons.
A few critical questions to consider before investing offshore include: what percentage of assets, direct or indirect, where, what product, which investments, what asset allocation, taxation effects, estate planning /duty implications, timing?
We answer these questions with our 18 frequently asked questions.