Pensions
Unlike most other forms of investment,
pension investment is normally tax-privileged
in high-tax countries, meaning that the contrast
between onshore and offshore returns may not be
as marked as it is for many types of investment
activity. For residents of high-tax countries,
therefore, especially if they are intending to
stay put in retirement, it may well be the case
that they should build their pension provision
inside the tax-net of their home jurisdiction.
However, individuals in many other situations
can gain advantage from offshore pension investment,
for instance:
- Expatriate executives, professionals or entertainers
- Residents in high-tax countries intending
to become non-resident on or before retirement
- Residents in low-tax countries
Expatriate executives, professionals, entertainers
and similar types of global wanderer have a considerable
problem with pension provision, and it may well
be that offshore investment is the only practicable
route.
Residents in high-tax countries intending to
move abroad at or before retirement are in a complex
situation, but one with good tax-planning possibilities
in many countries.
People who already live offshore and have no
intention of moving onshore, are not really concerned
with the distinction between 'pensions' investment
and 'non-pensions' investment, since there are
probably no taxes to consider either way.
There is a great deal of helpful
material on pensions 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 Pension Investment
Who
Can Benefit From Offshore Pension Investment?
is an extensive analysis of the hows, whys and
wherefores of pension investment internationally.
The
Investors Offshore Pensions FAQ answering
many of the questions you may have about pensions
internationally.
The
LowtaxPro Offshore Pensions Report: highly
detailed information on pensions investment for
residents in the top 11 offshore jurisdictions.
This is a paid-for report, but you can see a contents
listing through this link.
The
Isle Of Man Offshore Pensions Regime is a
detailed analysis of the IOM's expat-friendly
pensions regime from well-known advisory firm
OCRA.
QROPS
Qualified
Recognized Overseas Pension Schemes How to
export your pension scheme from the UK if you're
a non-resident.
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.
Offshore Pensions Providers
The
Investorsoffshore Pension Providers Plaza
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