Off-Shore Investments

  • Legally pay little or no income taxes on the money you make
  • How zero-tax investing can increase your profit yield by over 55%
  • How to get total financial privacy and confidentiality of your investment portfolio
  • Eliminate political instability, especially useful for African, Asian, Latin American and the Middle Eastern countries
  • Provides asset protection (creditor proofing)
  • Why off-shore is the best estate planning tool in the world (reduce or avoid probate fees, eliminate Canadian estate taxes)

Offshore structures are legal
It is legal to form an International Business Company (IBC), establish an offshore Trust, operate an offshore Bank Account or Investment Trading Account, and conduct other business in or from a Tax Haven.

What does the Taxman Say?
Most governments around the world discourage the use of tax havens out of fear that taxpayers may not fulfill their obligations. However, keep in mind the legal principle stated in 1963 by Lord Tomlin of the Court of Appeal in England:

"Every person is entitled, if he can, to order his affairs so that the tax attaching under the appropriate act is less than it would otherwise be. If he succeeds in ordering them so as to secure this result, then, however, unappreciative the government or his fellow taxpayers may be of his ingenuity, he cannot be compelled to pay an increased tax".

The Offshore Trust
This constitutes a private relationship. As the display shows, a trust relationship is created when one person (the Settlor) transfers assets (the Trust Fund) to another person (the International Trustee) who manages the trust fund for the benefit of Beneficiaries.

The Trust Deed (document that creates the Trust) is not registered with any government authority, but is held by the Offshore Trustee in strictest of confidence.

The Trust Deed identifies the terms of the trust, and should have the name of beneficiaries, duration of the trust, and the powers of the trustee, including the power to invest the trust fund, distribute the trust fund to the beneficiaries, lend funds from the trust fund, and the right to move the trust fund to another jurisdiction should its preservation be in jeopardy.

The investment advantage
When investors turn to offshore, their investment horizons expand. Financial institutions and countries compete for your investment dollars on a global scale. As a result, improved returns are available to the investor. Investment products must offer improved returns at an acceptable level of risk in order to be attractive to investors.

When this is combined with the reduced reporting and infrastructure costs that offshore investment institutions have to carry, it becomes very cost effective to offer improved returns while maintaining acceptable risk levels. On average, this results in a 2% higher rate of return for the same level of risk offshore then onshore. Compound this over a few years in a jurisdiction that has minimal or zero taxes on capital gains, and your portfolio can be as much as eight times larger.

MoneyWI$E Financial Inc. consulting fees to open an offshore account is at least $5,000.

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