How secure is my investment?

We recommend companies based in stable environments of the Isle of Man, British Channel Islands or Dublin. These locations offer the necessary investor protection to make certain investments are protected against corporate failure and fund mismanagement.

How do I send my funds to the relevant investment company?

Transfers are always made directly by the client to the major financial institution. For regular investments, a banker’s standing order is the most widely used form of transfer. However, in many cases investment companies collect contributions by credit card, or direct debit from banks in the UK banking system. For capital investments, transferring the funds by telegraphic transfer is the easiest option. A banker’s draft is also acceptable.

Can I contact the relevant investment companies directly?

Of course. All companies issue an account/policy number to every client with full contact details supplied within the investment schedule. While our clients generally prefer our assistance with any administrative procedure, you many contact the company to modify an investment fund switch, inform a change of address and so forth.

What happens if I change residence or relocate to another country?

Regardless of your location (and relocation) in the world, we would keep in contact with you through the normal methods of communication, including facsimile and e-mail. At your convenience, you may also log onto our site and review market summaries, and access information related to financial and investment markets. For clients moving to one of the few locations where we do not have a physical presence, advisors based at our Customer Service Centre (link to Client Services contact us page) in Europe will answer any questions as they may arise.

What is the minimum investment?

While this differs as per Investment Company, a portfolio can be established for as little as US$ 160 per month.

How do I receive the benefits from my investment?

Most companies allow investors to receive their investment in any convertible currency and anywhere in the world. It is a relatively simple process: the investment schedule is sent to the administration department of the relevant investment company, along with your instructions as to where and how you wish to receive the funds. Should the investment schedule be lost or defaced, a replacement can be obtained.

How am I able to obtain this comprehensive advice and ongoing support without being charged by you?

Various international investment and insurance companies, offshore banks and capital management companies do not have the marketing and sales forces to visit prospective clients. Most are not allowed to offer professional advice. Consequently, they offer remuneration to deVere & Partners, as an independent organization, for presenting their products and services when appropriate.

This is a win-win situation. They increase their client base. We are able to operate. You receive comprehensive, unbiased advice and excellent service with no additional cost. #1. What exactly is offshore investing?
In the financial sense, ‘offshore’ means a jurisdiction other than the one in which you live.

Established offshore centers such as Jersey, Guernsey and the Isle of Man have laws which may offer financial benefits when you bank and invest with them.

These laws currently range from no or low-tax liability locally (on all savings and investment income regardless of the residence of the investor) - to local tax exemptions for non-residents of that jurisdiction.

What are the benefits of investing offshore?

If you're living and working overseas, investing offshore may save you tax.

All returns on offshore investments are currently paid without the deduction of tax.

You may also be able to reduce your tax liability in your home country by transferring savings and investments to an offshore bank. In addition to the tax savings, offshore banking offers confidentiality, security and greater global access and convenience.

Who can benefit from offshore investing?

Anyone living and working overseas for at least one full tax year may be able to save tax by investing offshore.

So, if I have to pay taxes, what is the advantage of investing offshore?

There are many other reasons to invest offshore, over and above the tax benefits.

Besides providing a legitimate way to minimise your tax liability, other important reasons to consider investing and banking offshore include asset protection, estate planning, confidentiality, and potentially better returns.

If I 'm unsure which offshore investment may be best for me, can I talk to someone?

Yes! Simply click on the Call Me button and fill in the Call Me form with your contact details. We'll give you a ring within one working day.

And don't forget, our advisers can offer help & guidance on everything from investments to life cover, including saving for the future, estate planning, mortgage protection, retirement & estate planning.