Offshore Annuities

Offshore annuities allow tax-deferred account accumulation and build up for high net worth persons. When investing into offshore annuities, the client's monies are put into segregated accounts in a range of investment funds. Banks and professional investment managers outside the US manage these monies for maximum client benefit.

Offshore annuities companies generally offer term life insurance protection as well. The proceeds of claims going to dependents & beneficiaries are tax free.

Because of the complexity of the taxation regimes that apply to nationals of different countries, it's important to work with tax advisors, accountants and lawyers to find a suitable offshore annuities provider.