Compare UK & Offshore Investment Options

Get impartial guidance on SIPPs, ISAs, pension consolidation, and offshore investments.
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Offshore & Expat Investment Options

Offshore Investment Accounts

For internationally mobile clients often in Luxembourg, Jersey, or Isle of Man.
  • Tax deferral opportunities
  • Multi-currency options
  • Estate planning benefits

QROPS (Qualifying Recognised Overseas Pension Scheme)

QROPS (Qualifying Recognised Overseas Pension Scheme)
  • Multi-currency flexibility
  • Estate planning advantages
  • Suitable for long-term expats

Tax Efficient Jurisdictions

Strategic relocation can significantly reduce your tax burden.
  • Monaco: 0% income tax
  • Italy: € 200K EUR
  • UAE: No income/capital gains tax

Don’t just take our word for it

I found The Independent Financial Advisor incredibly helpful — within days I was introduced to a qualified wealth planner who genuinely understood my situation. The advice was clear, practical, and unbiased. It saved me so much time and stress compared to searching on my own. Highly recommended for anyone needing financial clarity

Sarah M., London

Through The Independent Financial Advisor I connected with a trust specialist who guided me through setting up a family trust in a straightforward and professional way. I appreciated the transparency and personal attention. It’s rare to find such a reliable platform that truly matches you with the right expert.

Amit, Dubai

Excellent experience — the platform put me in touch with an investment advisor who aligned perfectly with my goals. The conversation was insightful, and I’ve since restructured part of my portfolio. The Independent Financial Advisor made the process quick, discreet, and very professional. Definitely my go-to for future advice

Helen W., Monaco-Monte Carlo

Onshore Investment Options

SIPP (Self-Invested Personal Pension)

A Self-Invested Personal Pension (SIPP) gives control and flexibility
  • Investment choice
  • Tax relief
  • Growth within pension wrapper

ISA (Individual Savings Account)

ISAs offer tax-free growth and withdrawals.
  • £20,000 annual limit (2025/26)
  • No tax on income or gains
  • Flexible access

Pension
Consolidation

Combine old workplace pensions into one manageable plan.
  • Reduce fees
  • Simplify management
  • Unified investment strategy

GIA (General Investment Account)

A flexible investment account for individuals who’ve reached their ISA limits or want unrestricted investing.
  • No annual contribution limits
  • Access to global funds and equities
  • Ideal for medium to long-term growth

QROPS / QNUPS (Overseas Pension Schemes)

Designed for UK expats or internationally mobile professionals looking for overseas pension flexibility.
  • Tax-efficient pension transfer for expatriates
  • Greater control over currency and investments
  • Estate planning and inheritance tax advantages

Brokerage
Accounts

For active investors who prefer full control over their portfolio and trading decisions.
  • Access to global markets and asset classes
  • Trade shares, ETFs, bonds, and funds
  • Transparent fees and flexible management

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Trust & Estate Planning

Control how your wealth is managed, protected, and passed on. Trusts provide security, tax efficiency, and peace of mind.

Monaco

  • No personal income tax, capital gains tax-free.
  • Residency linked to owning or renting accommodation.
  • Favoured for its stability and prestige.

Italy

  • Flat tax of €100,000 per year on foreign income (up to 19 years).
  • Family members can be included for an additional fee (e.g., €25,000).
  • Dual residency possible with preferential taxation.

United Arab Emirates

  • Real estate contracts provide options for investment visa.
  • Long-term residency visas.
  • Strong business environment and legal infrastructure.

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