Expat Investments - Getting Started

We believe in flexibility, liquidity and penalty-free access to capital should your circumstances change. This isn't always possible with offshore investment products as restrictions can mean financial penalties for withdrawals or policy closure. Needing your funds back quickly can end in frustration, and the fact contractual investments are more popular among advisors than investors is telling. 

Liquid, Flexible Investing

Technology now makes it easier than ever to invest in value-driven securities. Reporting and valuation systems generally come as standard and savers can benefit from automated payments and direct debits, leaving you to enjoy hassle-free investing.     

The process is simple and if you have surplus cash to invest, we'll help you choose an investment account and provide expert guidance on securities to invest in.

Valuations, research capability, historical transactions and contract notes can all be accessed via secure portals to keep you fully informed. And with trades submitted online, transactions are completed quickly and your cash returned quickly whenever you need it.

How Does It Work?

After an appraisal of your circumstances, an advisor will work with you to create an investment strategy to achieve your financial goals.  

  • Access to 100% of capital penalty-free

  • Increasing and decreasing of contributions

  • Payment freezing without charge

  • Charges payable as you go without lock-ins

  • Simple fund switching

  • Dedicated 24 hour online access portals

  • Opening accounts anywhere in the world

  • Capitalising on market fluctuations

  • Expert advice on asset allocation

All Expat Advisors investment advice facilitates:

With so many options to choose from it can get confusing, so Expat Advisors helps expats find the best possible value in the market and the appropriate expat investment platform for you, which depending on your circumstances could include one of the following:

Investment platforms for expats

Expat Investment Platforms

Manage your assets with the latest technology

offshore bonds for expats

Offshore Bonds For Expats

Offshore bonds and life company tax wrappers 

Image by Andre Taissin

Expat Regular Savings Plans

Non-contractual regular savings plans

It is vital to fully understand the products you use and the charges you pay. For expert guidance on your expat investments, contact us today and we'll help you make the right decision first time. 

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