Reach your financial goals across the pond

Expand your investment portfolio offshore and earn returns in foreign currency.

Contact a Private Wealth Manager

Anthony Palmer

Group Commercial Director

Benefits of investing offshore

Investment portfolio Diversification

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

Access to global companies

Companies that hold a global footprint provide exposure to profitable growth opportunities, and a greater likelihood of better returns.

Asset and currency protection

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

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.

Do you have questions about optimising your offshore portfolio?

Leaders in offshore investment

Carrick Wealth’s top-tier offshore investment planning is based on our deep collective experience, international footprint and global partnerships.

A track record of success


Carrick Wealth has set up 1,680 international structures


We have guided 2,021 clients towards financial success


We have partnered with 10 reputable international firms


We are proud to have won 8 prestigious awards

Offshore investment

At Carrick, our offshore investment solutions are developed specifically for you. We start by considering your current financial position and identify your desired financial position. By creating a bespoke investment strategy, we bridge the gap between your current financial reality and your future financial goals and aspirations.


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.

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

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

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.

With an offshore pension, you can save for retirement in hard currencies and secure jurisdictions. It offers the flexibility to access pension benefits at retirement age and pass on wealth to beneficiaries. With access to global investment opportunities, our offshore pension structure enhances earnings potential, and provides additional tax and succession planning benefits.