For the expatriate investor there are a number of investment options for lump sum investments in the form of single premium offshore investment bonds or portfolio trusts. These are collective investment products provided by offshore insurance and trust companies in secure offshore financial centres. These vary from simple bonds offering a fixed choice of mutual funds from highly respected and well-established fund managers to a more flexible bond that will hold a variety of trading instruments including regular stocks and shares and allow the owner to participate to a large degree in the management.

Funds are available in most regular currencies such as US Dollars, Euro, Sterling and have various risk levels and investment objectives, giving bond owners the opportunity to mix and match a portfolio that meets their personal requirements.

These offshore bonds and trust combine within one single legal structure flexibility of investment together with the tax planning advantages of such a structure.

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