International Investing

In the increasingly global economy it is not uncommon for adults to work in two or more countries during the course of their careers. This growing trend makes for all kinds of financial planning challenges for
expatriate investors and their families. Common areas of concern include:

International Investing and Pensions: Investors want to get maximum value their investments. Of primary concern is using an accumulation vehicle that is both tax free and provides unrestricted portability. Expats need to know that they can still access their international pension or expat savings plan regardless of whether they move to yet another country, or return home to their country of citizenship. Ideally pensions and long term savings vehicles should be flexible, and provide a measure of liability protection to the investor.
 
International Protection: Health insurance, life insurance and other forms of protection are a cornerstone of proper financial planning. Yet many expats leave these basic areas of protection untended. Not because
they don't appreciate the necessity of having proper protection, but because most domestic solutions are not designed with international financial planning in mind at the time of development. Fortunately good
solutions do exist, and all expats should ensure they have a suitable level of protection.
 
Education Planning: The average cost of education is going up every year on a global basis. As more families take advantage of opportunities world-wide, their total education costs may substantially increase. It can be especially expensive if the child going to school is not a citizen in the country where they are receiving their post-secondary education. Everyone with children should have a tax free education savings plan set up to offset the high prices of education.
 
Estate Planning: Of course it is important to everyone that the inheritance they leave behind is properly administered and the intended heirs get maximum value from their estate. With proper planning offshore
investors can set up their estate transfer with minimum fuss.

For a free information package about an international investing solution perfect for you, contact us using the form on the top left of the page. Objective Trading is proud to work with investors of all sizes and circumstances. Our clients range from twenty year old new investors with a small amount of money each month; to large multi-national corporations with millions to invest. Consultations are free of charge.