At Carrick Wealth, our offering extends beyond investment. We strive to provide additional essential solutions to diversify and grow your portfolio.

CARRICK INTERNATIONAL PROPERTY

Diversify your portfolio and explore investing in international property with access to secure, high-growth and developed property jurisdictions.

 

CARRICK FX

Gain access to foreign exchange solutions that provide fast, secure, and cost-effective access to foreign currencies.

CARRICK CONSULT

Optimise and grow your investments with Private Wealth Managers dedicated to helping you get the most out of your wealth.

OFFSHORE SOLUTIONS

Reach your
financial goals
across the pond

Expand your investment portfolio offshore and
earn returns in foreign currency.

Benefits of investing offshore

investment portfolio diversification
Investment
portfolio
diversification

Investing outside of domestic markets allows for diversity of geography, currency, asset class and industry, reducing the volatility and risk of poorly performing investments.

access global companies
Access to
global
companies

Companies that hold a global footprint provide exposure to profitable growth opportunities, and a greater likelihood of better returns.

 

access currency protection
Access and
currency
protection

Offshore investments provide robust protection against the volatility and risk in uncertain markets, and earning returns in foreign currencies provides additional flexibility.

 

global succession planning
Global
succession
planning

By developing offshore succession structures, we help you preserve and pass on personal and family wealth as well as business assets in a tax-efficient and flexible manner.

 

Improved
tax
efficiency

Offshore investments allow you to protect your wealth by shifting a portion of your tax burden to offshore jurisdictions with a more competitive tax rate.

 

Do you have questions about optimising your offshore portfolio?

Leaders in offshore
investment

Carrick Wealth’s top-tier offshore investment planning is based on our deep collective experience, international footprint and global partnerships.

 
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A track record of success

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Carrick Wealth has set up 1,680 international structures

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We have guided 2,021 clients towards financial success

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We have partnered with 10 reputable international firms

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We are proud to have won 8 prestigious awards

offshore investment

Offshore investment

At Carrick, our offshore investment solutions are developed specifically for you. We start by considering your current financial position and identify your desired financial position.

By creating a bespoke investment strategy, we bridge the gap between your current financial reality and your future financial goals and aspirations.

We make use of state-of-the-art internationally regulated platforms, which give our clients access to a global selection of funds and investments.Invest directly on global markets, or make use of our bespoke discretionary fund management services in a user-friendly, cost-effective and transparent manner.

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Offshore endowments located in reputable offshore jurisdictions (such as the Isle of Man) allow for tax efficient and seamless investment options.Benefits are ease of tax administration, efficient transfer to beneficiaries via a capital redemption contract, and a wide selection of funds and investments.

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Trusts are excellent investment vehicles to protect assets, and they have the ability to hold a wide array of asset classes, including property, shares and art or collectibles. They also allow for effective distribution of assets to beneficiaries. An offshore trust that is regulated in a secure jurisdiction allows for effective wealth creation, tax-efficient management and succession planning.

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Offshore companies allow business owners in particular to consolidate global earnings in an optimised structure. Benefits include convenient administration, tax optimisation, asset protection and a robust legal framework.

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With an offshore pension, you can save for retirement in hard currencies and secure jurisdictions. It offers the flexibility to access pension benefits at retirement age and pass on wealth to beneficiaries. With access to global investment opportunities, our offshore pension structure enhances earnings potential, and provides additional tax and succession planning benefits.

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