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Cobens Direct
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Jersey

Scheduled Pinned Locked Moved Tax Planning
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  • X Offline
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    xera
    wrote on last edited by
    #1

    Hi Cobens team,

    Is there any plans to offer the usual IM products via Jersey?

    I'm likely moving out of the UK soon and want to keep the investments in a more tax friendly jurisdiction so I don't have IHT etc to worry about.

    At the moment, most of the investments are in the ISA or SIPP.

    Thanks

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    • N Offline
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      Nik Burrows
      Global Moderator
      wrote on last edited by
      #2

      Hi Xera

      I've dropped you an e-mail. There are no immediate plans to look at "off shore" options for the direct plans. However now that we have full permissions we can look the full range of options available and so we can look at the pro's and con's of on and off shore for your situation and get the right solution in place for you

      Nik

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      • X Offline
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        xera
        wrote on last edited by
        #3

        Thanks Nik. Seen your email and will wait for the other info. Jersey / off shore is a 2026 thing anyway so plenty of time to plan.

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        The value of your investments can go down as well as up, and you may get back less than you invested.

        Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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