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Offshore Collectives

Investing in Offshore Collective Funds

Offshore investment vehicles include unit trusts, mutual funds or investment companies, and may be open or closed. The offshore company normally pays no tax on its income or gains. However, the income it receives may be subject to withholding tax, which the company will not be able to reclaim. For the policyholder, all gains are fully taxable at the time of encashment.

Risk & Reward

Offshore funds offer greater returns and often greater risks than onshore funds, however many countries restrict investment in such funds by their citizens, and also restrictions are placed on the marketing of offshore funds to their citizens. The UK's regime, whilst permissive, is still not very flexible. The laws and regulations of high-tax countries in respect of offshore funds are directed not just to limiting the behaviour of their citizens but also to preventing 'money-laundering' and other illicit uses of International Offshore Financial Centres ( IOFCs).

FCA Recognised Funds

These are funds which, although managed overseas, are permitted to market themselves directly to UK private investors. Having the 'FCA Recognised' tag simply means that the UK authorities acknowledge the regulatory regime in the overseas territory is of a standard at least as 'good' as in the UK.

There may however still be higher risk funds which the FCA don't recognise even though they are based in territories with 'good' regulatory regimes.

Offshore Collectives are complex investments and are not suitable for everyone, you should seek financial advice before entering into this type of investment.

levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The value of investments and the income from them may go down. You may not get back the original amount invested.


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Company address:
Neville Birch & Co, Copthall Farm, Breakspear Road South,
Ickenham, Middlesex, UB10 8HB
T: 01895 637 121
F: 01895 625 121

Email: info@nevillebirch.com

Neville Birch & Co is Authorised and Regulated by the Financial Conduct Authority.

Neville Birch & Co is entered on the Financial Services Register (www.fsa.gov.uk/register/firmSearchForm.do) under reference 125455.

The FCA do not regulate National Savings products, loans, will writing and some forms of mortgage, offshore funds and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Telephone: 01895 637 121 | info@nevillebirch.com

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