Invest Offshore

Category: Asset Protection

  • Why Invest Offshore in New Zealand

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    Aaron
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    One may consider New Zealand as a jurisdiction for setting a trust and as a bastion for asset protection. So why New Zealand? In the 1930s the combination of the great depression and international political instability caused huge imbalances in the fiscal system of most world countries. Countries began to take draconian measures against their…

  • Is an Offshore Pension Right for You?

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    Aaron
    in

    If you’re saving towards retirement and you have the means at your disposal to protect your savings in as many ways as possible, you might consider looking offshore to help you manage your pension. Governments, at least those in high-tax countries, often have a variety of ways to encourage people to save for retirement: tax-free…

  • Top 5 Reasons for you to consider the Regulator Asset Protection Structure

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    Aaron
    in

    1. We suspect that a typical US provider would be proposing a life or annuity structure product and those are regulated individually by each state in the United States, have no Federal registration and are not always recognized by any foreign government. A typical U.K. provider would propose a UK life policy savings plan, but…

  • Tax-Advantaged Offshore Investment

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    Aaron
    in

    How to: Minimize U.S. Tax Reporting Requirements (Legally!) If you are an American living overseas, the walls are closing in on you quickly. If your foreign bank hasn’t already closed your account, don’t hold your breath because it is probably coming quickly. A large number of excellent articles have covered the implementation of FATCA and…

  • Asset protection trusts and offshore investment

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    Aaron
    in

    When discussing asset protection and offshore investments, the most widely known legal device for offshore planning or investment is an asset protection trust. Asset protection trusts resemble a typical trust as it legally exists in the United States only it’s located in a trust-friendly jurisdiction like the Cook Islands or the Bahamas. Certain jurisdictions (like…

  • The Super Roth IRA

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    Aaron
    in

    Overview of Part 1 The Roth IRA is the better-looking (and smarter!) cousin of the traditional IRA.  The Roth IRA came into existence in 1997 as part of the Taxpayer Relief Act. The provision was named for Senator William Roth of Delaware. Over the course of years since its adoption into law, much discussion has…