Reach Your Financial Goals Across The Globe

Expand your investment portfolio offshore and earn returns in hard currencies that provide protection against uncertainty in the local markets. Our tailored offshore solutions allow you to maximize growth, as well as protect and preserve your wealth.

The Benefits of Investing Offshore

Investment Portfolio Diversification

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

Access to Global Companies

Companies that hold a global footprint provide investors like yourself with exposure to profitable growth opportunities, while increasing the likelihood of greater returns.

Currency & Risk Protection

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

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.

Investment Portfolio Diversification

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

Access to Global Companies

Companies that hold a global footprint provide investors like yourself with exposure to profitable growth opportunities, while increasing the likelihood of greater returns.

Currency & Risk Protection

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

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.

Tailored Offshore
Investment Solutions

There is no one-size-fits-all solution to investing offshore. At Carrick we develop solutions to specifically meet your needs. We start by considering your current financial position and identifying your desired financial position. A bespoke investment strategy is then developed to help bridge the gap between your current financial reality and your future financial goals and aspirations.

Platforms

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.

Endowments

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

Trusts

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 robust wealth creation, tax-efficient management and succession planning.

Companies

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.

Regular Savings

These products are designed to assist clients in achieving financial freedom through a regular savings plan whereby one can build towards a specific financial goal. It provides the opportunity to invest Regular Premiums over the medium to long term, into funds appropriate to an individual client’s risk profile and desired outcome.

Our property division also hand selects international properties for real estate investment opportunities vetted by our investment committee. These tangible assets are ideal for wealth succession.

Connect with our Team

We will connect you with a Private Wealth Manager to get your journey to financial freedom started.