Investing Into an Offshore Bond
One of the main advantages of investing in this tax wrapper is the potential for tax efficiency as the investor can decide when to pay tax, how much tax to pay and to whom to pay it.

Gross roll-up
Tax efficient
Special tax rates
Succession benefits
Multi-Currency
Things to Consider When Investing Into an Offshore Bond
- SJB’s minimum investment of GBP 100,000
- Minimum investment timescale of 5 years
- A clear understanding of which country you will be withdrawing the designated fund from
- Understand who you want as beneficiaries of the policy
- Whether you want to setup the policy as a single or joint investor
- Which currency do you want to setup the plan in
- Whether the benefits and costs outweigh a general investment account