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How do I get the best offshore financial advice? |
lanod
18-09-2007 07:46
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The best offshore financial advice is probably given by Independent Financial Advisors. Independent financial advisors (or IFA's, as they are sometimes called) advise their clients on savings, investments and pensions. They may also provide Savings Plans for offshore investing to their clients.
When counselling a client, the best offshore financial advisors should complete the following steps:
* Step 1 - collect detailed information about a client's financial circumstances and requirements ? be they for retirement planning, retirement income, expat investment, or another purpose.
* Step 2 - check all the offshore tax havens for the best offshore plans.
* Step 3 - provide impartial advice as to which plan(s) best meet their client's needs (in the form of a written report).
* Step 4 - arrange for a client to buy the chosen offshore plan(s) on the best terms available.
You may want to complete your own research to ensure you know the right questions to ask your advisor.
When all these stages are completed, you can be confident you have received the best offshore financial advice.
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