offshore investments

There is considerable confusion surrounding offshore investments because of the perception that they are ‘tax free.’

This may be the case if you are non-domiciled for UK tax purposes or plan to retire outside the UK and take the gains or income in a foreign jurisdiction.

However, for individuals who are UK resident for tax purposes, tax will normally have to be paid.

So if you are investing offshore, it is important that you understand the tax implications of the investments you place your money in. You may be told that the tax on a certain offshore investment  rolls up ‘gross’ or is ‘tax deferred,’ but this does not mean that the investment is tax free.

If you are putting money in an offshore bank or building society deposit account, bear in mind that HMRC is taking a close interest in offshore accounts for cases of tax evasion.

In 2007, five UK high street banks were forced to hand over thousands of account details of customers with offshore accounts. This led to a partial tax amnesty until June 2007 for depositors who had failed to declare tax due on offshore accounts. Some high profile prosecutions are expected in 2008.