Why use an offshore platform?

Offshore platforms are an easy way for clients to start getting their money to work for them as they provide a clean and transparent platform that is low cost, and with multiple different currency and investment options. These types of platforms are very favourable for clients in low Capital Gains Tax jurisdictions.

Frequently Asked Questions

Offshore platforms are becoming a lot more popular in the international marketplace due to MiFID II regulations coming into effect at the beginning of 2018. Both MiFID II has been designed to enhance consumer protection which include changes and enhancements to product oversight and governance, suitability, appropriateness, conflicts of interest and inducements. In other words, it was designed to protect you as the client from miss-selling.

Please see our article below which may help you understand about our regulations:

Am I protected by regulations offshore? A guide to help you understand

These platforms have been designed especially to offer bespoke tax planning opportunities geared towards the top end of the market with access to specialist trusts & pension provisions. Certain unique tax strategies can be done to take full advantage of your “offshore status”.

These platforms are only available through a financial adviser, so you would not be able to contact the platform providers yourself to setup an account. We take care of the administration process, the management of the platform and execution of all trades. If you were to use a retail platform instead, you would pay a bid/offer spread of up to 5% to buy into funds. Through offshore platforms its 0%.

Call our Global helpline on +34951127237 or fill in the QUICK CONTACT form below and we will call you back

Offshore platforms easy way for clients to start getting their money to work transparent platform currency and investment options

Find out the answers to more questions…

Download your FREE “Expat Financial Planning Guide” NOW!

This guide will help you understand and avoid the common mistakes that expats make whilst living overseas. We help you understand the different opportunities that become available as an expat and make sure you do what’s right for you.

DOWNLOAD NOW

Transparency

Offshore platforms have been designed to match the RDR model from the UK to provide a clear and transparent vehicle for clients to use. These platforms provide investors with thousand’s of investment options, ranging from shares, funds, ETFs, warrant, bonds etc.

Low Cost

Cost is often at the forefront of most investor’s minds, and these platforms provide a very good low cost solution to invest your savings quickly and effectively. It has never been easier to open a platform and getting started straight away.

Freedom

Have you been searching for a platform with no restrictions, no lock in periods, no exit penalties? Look no further. You have complete freedom over when you invest your money, how you invest it, and what you want to do with your investments and when.

Invested a lump sum and transferred my pension with SJB Global last month. Happy so far and looking forward to seeing how the investments perform. I was really impressed with the process and explanation of complex terminology.

Barbera Louis

Having previously gotten cold feet after almost going through with the transferal of my UK private pension to a QROPS with another wealth management company who, for a number of (good) reasons I felt uneasy with, I decided to look independently for an alternative adviser and was fortunate to come across Sam Barber quite by chance. Thanks to his endless patience in answering all of my questions and his excellent support throughout the entire process (which seemed very daunting initially), I am now confident that my future pension is in the best hands. He has put my mind at rest over so many issues and my initial lack of trust in such financial institutions has fully dissipated since becoming his client. I have no hesitation in recommending Sam to anyone who is even just considering transferring a pension out of the UK. He will not talk you into anything that you are unsure about and no question is too stupid. He knows what he’s talking about, gives sound advice and is 100% reliable. There are without doubt many sharks out there – happily Sam is not one of them.

Alia Harrison

I transferred my pension 6 months ago after speaking with a number of advisers in relation to my enquiry. Having initially being overwhelmed with the ordeal, Sam made me feel at ease with the whole process. And on our first semi annual review I am very pleased with the performance and feel like I have made the right decision. I would recommend SJB global to any expat who is looking to transfer their pension.

Jade Bolton

I started the process of finding information out about how to transfer my UK pension overseas and got a bit lost with it all. After sending out a few inquiries, I decided to go with Jake as I found his advice and costs to be completely transparent. The other 2 advisers had recommended me a QROPS and Jake said I was best suited to transfer to a SIPP and sent me links to authoritative websites to back up his reasons. I would recommend Jake to anyone who is looking for transparent advice.

Salvador Iglesias

Invested a lump sum and transferred my pension with SJB Global last month. Happy so far and looking forward to seeing how the investments perform. I was really impressed with the process and explanation of complex terminology.

Barbera Louis

Having previously gotten cold feet after almost going through with the transferal of my UK private pension to a QROPS with another wealth management company who, for a number of (good) reasons I felt uneasy with, I decided to look independently for an alternative adviser and was fortunate to come across Sam Barber quite by chance. Thanks to his endless patience in answering all of my questions and his excellent support throughout the entire process (which seemed very daunting initially), I am now confident that my future pension is in the best hands. He has put my mind at rest over so many issues and my initial lack of trust in such financial institutions has fully dissipated since becoming his client. I have no hesitation in recommending Sam to anyone who is even just considering transferring a pension out of the UK. He will not talk you into anything that you are unsure about and no question is too stupid. He knows what he’s talking about, gives sound advice and is 100% reliable. There are without doubt many sharks out there – happily Sam is not one of them.

Alia Harrison

I transferred my pension 6 months ago after speaking with a number of advisers in relation to my enquiry. Having initially being overwhelmed with the ordeal, Sam made me feel at ease with the whole process. And on our first semi annual review I am very pleased with the performance and feel like I have made the right decision. I would recommend SJB global to any expat who is looking to transfer their pension.

Jade Bolton

I started the process of finding information out about how to transfer my UK pension overseas and got a bit lost with it all. After sending out a few inquiries, I decided to go with Jake as I found his advice and costs to be completely transparent. The other 2 advisers had recommended me a QROPS and Jake said I was best suited to transfer to a SIPP and sent me links to authoritative websites to back up his reasons. I would recommend Jake to anyone who is looking for transparent advice.

Salvador Iglesias

Request your FREE call TODAY to find out how you can benefit from our services

What does a call include?

  • Explain our service to you

  • See what areas we cover in your jurisdiction

  • Find out what your financial objectives are

  • Provide Recommendations

Everything up until this point will be completely free with no obligation. It’s only when you decide to take our advice that you will be charged, and this will depend on the level of service and type of financial advice you require.

REQUEST A CALL BACK

By completing this contact form, you consent to our Privacy Policy Also you agree with the storage and handling of your data by this website.

Can anything help the UK pensions deficit?

October 18th, 2017|

Can anything help the UK pensions deficit? It seems to be going from bad to worse for the UK pension deficit. Across the 6,000 private sector defined benefit scheme pensions, 5,000 are now in deficit [...]