Offshore Personal Portfolio Bonds - A safe place for your money to grow.
An Offshore Personal Portfolio Bond (PPB) is a single premium investment vehicle which provides Expatriate Investors with the flexibility of creating & managing a portfolio of assets in a single tax efficient and flexible structure.
Key features of a PPB
- Investment Returns roll up gross with no tax levied by the PPB issuer
- A PPB owner has no annual tax liability on gains
- No EU Savings/ Withholding tax on interest based assets held within a PPB, providing further tax efficiency the owner returns to live in Europe
- Live dealing desk instructed by fax or email
- Convenience of holding all of your assets in one tax efficient portfolio
- Ability to delegate a Discretionary Portfolio Managerto administer you portfolio on your behalf
- Access to a wide range of different investment funds, stocks, ETFs, bonds, unit trusts etc. enabling the owner to develop a portfolio specific to their needs
- Ability to transfer in and consolidate existing acceptable assets
- Comprehensive range of trust facilities for estate planning and asset protection
- Significant initial discounts from fund management groups (0% entry fees in most cases)
- Reduced stock broking fees
- Easy access to your capital
- Internet access providing detailed portfolio information
- All administration and paperwork carried out on your behalf.
