Investments for Expats

Corporate & Government Bond Funds

Finding the best Corporate and Government Bond fund to achieve maximum income, with the minimum level of risk, requires expertise. Using carefully studied independent research, Kane Associates has carefully selected a wide range of top-performing funds, yielding between 5% and 7% p.a. income. Funds are available in Sterling, Euros, and Dollars, and designed specifically for investors seeking maximum, regular income with the minimum level of risk.

Guaranteed Funds

These investment products have a very short period during which money can be invested, typically 3 or 4 weeks. The products have a fixed term of 3, 4, 5, or 6 years and provide a 100% capital guarantee at the maturity date. The profit (or growth) is based on the percentage growth from a stock market index, e.g. the FTSE100, over a given period- 3, 4, or 5 years.

Offshore Bonds

An offshore investment bond or “wrapper” is a single premium investment, issued by a life insurance company based in an offshore jurisdiction within the EU (Dublin) or UK dependent territory (Isle of Man). Within the wrapper investors can hold a wide range of funds that may include government /corporate bonds, equities, cash, and or property and benefit from significant tax advantages - NO personal liability to EU Withholding taxes. Current retention on interest payments on offshore bank accounts is 20%, rising to 35% in 2011. Wrappers grow virtually free of capital gains and income taxes, providing regular income, and access to capital as required.