AEOI Automatic Exchange of Information

FATCA and CRS regime are commonly referred to as AEOI Automatic Exchange of Information. GATCA, or global account tax compliance act introduces the global AEOI. The OECD has developed a standard for global information exchange which has been widely endorsed: On 21 July 2014 the OECD issued the Standard for Automatic Exchange of Financial Information … Read more

The Nature of Market Speculation

Q: Are you turned off by the zero sum and negative nature of market speculation? Especially short selling? A: No. It is only a zero sum game for the speculators involved. For the market economy, it is a win win. The price signals sent by the changes caused by the nature of market speculation are … Read more

Best Overseas Retirement Havens

Three Most Affordable Overseas Retirement Havens in 2016 — InternationalLiving.com Cost of living can be a major concern for people on fixed pension, annuity, and other retirement income sources. In International Living’s 2016 Global Retirement Index, three countries stand out from the top 23 retirement locations in the world as having the best cost of … Read more

US Expats and Pension Taxation

On the subject of tax, Americans attending a recent one-day conference in London aimed at US expats seemed most concerned about how the US is likely to tax their non-US pensions, according to an expert on such tax matters, who spoke at the event. “Some of them have got certain kinds of older, defined-benefit pensions that … Read more