The Investment Tax Experts

The Investment Tax Experts The Investment Tax Experts assist expats with their finances and investment structuring to minimise

Have you read our latest articles yet? All the information you will ever need on tax treatment of your investments in on...
08/09/2021

Have you read our latest articles yet?

All the information you will ever need on tax treatment of your investments in one article!

Send us a message to receive your FREE download.

If you're a tax resident (or future resident) of the following countries you're probably overpaying tax on your investme...
30/07/2021

If you're a tax resident (or future resident) of the following countries you're probably overpaying tax on your investments:
- United Kingdom
- Australia
- Canada
- South Africa
- Sweden

Reach out to speak to one of our qualified advisers and get a professional opinion on what's right for you!

Portfolio Bond Vs Platform and their differing tax treatment.Portfolio Bonds and Platforms are both highly effective inv...
21/07/2021

Portfolio Bond Vs Platform and their differing tax treatment.

Portfolio Bonds and Platforms are both highly effective investment structures and both have a long list of pro’s and con’s depending on an individual’s circumstances and investment objectives.

The case for each of these structures can be argued for hours between Financial Advisers and Investment Professionals, however, when it comes to the tax treatment of these products there is a clear winner in most circumstances. Where it gets complicated is the clear winner is entirely dependent on the country in which you are currently tax resident and/or will be tax resident when withdrawing from the investment.

To find out which vehicle is the best for your personal circumstances get in touch below.

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