Offshore Annuities

Offshore annuities enable high net worth individuals to enjoy tax-deferred account accumulation and build up. Client monies are invested in segregated accounts in a range of investment funds managed by banks and professional investment managers in offshore domiciles. The annuity companies under our management also offer term life insurance protection, the proceeds of claims going to dependents & beneficiaries being free of taxation.

Because of the complexity of the taxation regimes that apply to nationals of different countries, we work with the tax advisors, accountants and lawyers of prospective annuitants to determine a suitable annuity provider.

The licensing issues affecting the sales and marketing of annuity products in territories where the annuity company is not a locally licensed insurer mean that we do not discuss annuity products other than offshore.

* Subject to eligibility criteria, the involvement of legal counsel in the annuitant’s own domicile and taxation and compliance considerations.

Click on this link to read more on offshore annuities:

Using Offshore Annuities For Tax Deferral - January 2001