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expat-savings-plans

Expat Saving Options

Don’t settle for opaque, high charging plans

Offshore savings should be :

1

Non Contractual

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2

Flexible

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3

Transparent

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Offshore saving plan options.



  • Contractual savings plans (still) offered by the large life assurance companies often trap clients into high charging 'term' contracts.

    We believe that savings regimes should allow clients to dictate, as they see fit, the timing and scheduling of their personal savings and without penalties - this type of structure is far more preferable and far more suited to todays fast changing working landscapes.

  • Life company glossy brochures discuss ‘premium holidays’ - ’stop / start’ facilities - ‘loan backs’ and many other ‘flexibility features’. However what is rarely explained in those same brochures are the costs to implement such payment ‘features’ and the additional drag these fees have on your savings outcomes.

    Sadly clients need to dig deep into product terms and conditions and then understand contract wording to fully appreciate these feature charges.

  • Single premium costed plans however are, by their very nature, easily understood, fully transparent and strip away tiers of unnecessary charges.

    Clients are able to quickly identify what they are paying for and the amounts being charged.
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If you are seriously considering implementing a savings regime that provides access to FCA regulated investment managers and funds in cost effective structures, you owe it to yourself to get in contact with us.

We will advise and guide you on the options available to meet your specific requirements and your savings budget.

Contact us now to discover how non-contractual cost effective savings regimes can benefit you far more where it matters most - the financial outcome.