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Investment Funds

Investment funds are of course the bedrock of most pensions assets, and are popular investment targets in their own right; but those investors who are able or who choose to explore the offshore dimension of fund investment, whether from 'onshore' or from 'offshore', have many extra options.

If direct equity investment is the fastest-growing investment sector, then fund investment must take the palm for diversity. As with equity investment, the first decision any fund investor ought to make is where to base his investments. Probably, few investors actively consider this question until it's already too late, and the tax damage has been done. That's understandable if investment begins with a few thousand dollars or equivalent, almost as a hobby, and gradually builds up. The investment range we are dealing with here is bigger (from $100,000 to $5m) and forethought is essential if more than $100,000 is to be put into funds.

There is a great deal of helpful material on investment funds in investorsoffshore, and for that matter on our other sites as well, so here are some links to relevant parts of our own and other sites, listed below under various subject headings:

Offshore investment funds

The Lowtax Network Offshore Investment Funds Sector: information on investment funds in more than 20 offshore jurisdictions.

The InvestorsOffshore Guide To Investment Funds a detailed description of the different types of offshore investment funds and how to access them.

The LowtaxPro Offshore Investment Funds Report: highly detailed information on investment funds in the top 18 offshore fund jurisdictions. This is a paid-for report, but you can see a contents listing through this link.

Organizing your finances as an expatriate - banking, investments, pensions

Investorsoffshore special_expat_2009 is our special report on many financial aspects of being an expat

The Investors Offshore Funds FAQ answering many of the questions you may have about investment funds internationally.

Hedge Funds

The InvestorsOffshore Report On Hedge Funds an extensive report on the nature of hedge funds, how to choose them and use them.

 


Related Investment Fund News

2010: IRS Issues Guidance On FATCA

2010: Goldman Tries 'Foreign-Cubed' Defence Against Hedge Fund

2010: SEC Adopts New Rules On Shareholder-Nominated Directors

2010: China Issues Rules On Foreign Investment Disputes

2010: Shariah-Compliant World Fund Launched In Guernsey

2010: Jersey Funds Adapting

2010: BVI Extends Mutual Fund Law Transition

2010: Luxembourg Approves UCITS IV Bill

2010: SARS Releases Responses On Budget Tax Amendments

2010: Travers Issues Robust Cayman Defence

2010: HK Fund Management Business Booms

2010: Sterling Bond Fund Transferred To Guernsey

2010: Dubai Improves Investment Funds Regime

2010: EU To Strengthen Consumer Protection In Financial Services

2010: Indonesia To Tax Mutual Fund Returns

2010: EU Hedge Fund Regulations Delayed

2010: Guernsey Attracts Major Fund Players

2010: Australia Passes Tax Reforms

2010: NZ To Overhaul Securities Law

2010: BIR Approves Philippines' REIT Tax Incentives

2010: Australia Adds Detail To MIT Reforms

2010: NZ Tax Hit To Property Investments

2010: BVI Releases Draft Public Funds Code

2010: India Proposes CGT On Overseas Investors

2010: Cayman Funds Live To Fight Another Day

2010: Member States Break EU Tax Laws

2010: Guernsey Funds Sector Grows

2010: Jersey Finance Industry Rebounds

2010: Australia Redefines MITs

2010: Guernsey Funds Industry Confident

2010: Hedge Fund Directive No Threat To Guernsey

2010: EU Approves Hedge Fund Directive

2010: Australia Proposes Investment Manager Tax Rules

2010: Caymans Warn Of HIRE Act Implications

2010: Singapore To Enhance Fund Management Regulation

 

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Lowtax Network

New On The Network Today

This feed is published daily with selected new or updated content from across our network. For a list of network sites, many of which feature daily news, see below.

 
02/09 New Lowtax Editor Column, by Kitty Miv
01/09 International Privacy and Security, Investors Offshore special feature
31/08 Lowtax Belize, annual update
27/08 IRS To Drop UBS Lawsuit, Tax-News.com
26/08 New Lowtax Editor Column, by Kitty Miv
25/08 New PBTG Editor Column, Caroline, PBTG editor
24/08 Uruguay Stays On OECD Grey List, Tax-News.com
23/08 Don't Forget Doha, And I Don't Mean The Tennis, Jeremy Hetherington-Gore blog entry
20/08 Ireland Plans Social Security Overhaul, Tax-News.com
19/08 New Lowtax Editor Column, by Kitty Miv
18/08 New PBTG Editor Column, Caroline, PBTG editor
17/06 Lowtax Cayman Islands, annual update
16/08 Germany's Fiscal Court Seeks Property Tax Reform, Tax-News.com
13/08 Jurisdiction Special Focus: Antigua and Barbuda, Investors Offshore special feature
12/08 New Lowtax Editor Column, by Kitty Miv
11/08 New PBTG Editor Column, Caroline, PBTG editor
10/08 Brazil Cuts Import Tariffs, Tax-News.com
09/08 Ukraine Tax Code Published, Tax-News.com
06/08 France Plans Reform Of Property Tax Credit, Tax-News.com
04/08 New PBTG Editor Column, Caroline, PBTG editor
02/08 Islamic Finance - The New Mainstream Alternative, Investors Offshore special feature
28/07 New PBTG Editor Column, Caroline, PBTG editor
27/07 UK Launches Raft Of Tax Consultations, Tax-News.com
26/07 Fat Tax On The Menu , Jeremy Hetherington-Gore blog entry
23/07 Sarkozy Seeks 'Fiscal Convergence' With Germany, Tax-News.com
20/07 Singapore Base For Tuvalu OIFC, Tax-News.com
15/07 St Vincent & The Grenadines, Investors Offshore special feature
13/07 Tax- News.com Jersey Review 2010-2011
12/07 Goodbye To All That, Jeremy Hetherington-Gore blog entry
06/07 Hong Kong Full PBTG Guide, added to Personal Business Tax Guide
28/06 Lowtax Dubai, annual update
18/06 Singapore - Another Hong Kong?, Investors Offshore special feature
15/06 Swiss Parliament Approves UBS Agreement, Tax-News.com
08/06 Dubai Full PBTG Guide, added to Personal Business Tax Guide
04/06 Lowtax Panama, annual update
01/06 Lowtax Luxembourg, annual update
03/03 Personal Business Tax Guide, PBTG, has launched!
Providing essential tax news and information for globally mobile artists, contractors, entrepreneurs, professionals, small businesses, sportspersons and entertainers.
 

 
Lowtax Network Sites
Lowtax Network Portal: 'Low-tax' business and investment in the top 50 jurisdictions covered in exceptional detail.
Tax News: Global tax news, continuously updated through the day.
Investors Offshore: The independent offshore and alternative investment guide for expatriates and the globally aware investor. Sponsored by HSBC Bank International.
Law & Tax News: Daily news and background data on tax and legal developments for international business.
Offshore-e-com: A topical guide to offshore e-commerce focused on tax and regulation.
Lowtax Library: One of the web's largest and most authoritative business and investment information sources.
US Tax Network: The resource for free online US taxation information, covering: corporate tax, individual tax, international tax, expatriates, sales and e-commerce tax, investment tax.
NEW! Personal Business Tax Guide: Providing essential tax news and information on business for contractors, entrepreneurs, professionals, small businesses, artists, sportspersons and entertainers.
 

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