Invest Offshore

Category: Asset Protection

  • FVUL, Foreign Variable Universal Life Insurance

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    Aaron
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    Elimination of Capital-Gains, Tax-Free Growth, Tax-Free Borrowing, Elimination of Estate Tax. This structure offers some of the best tax planning benefits available today. Investors with appreciated assets of at least $1 million (public or private stock, real estate, etc.) can use the FVUL structure to obtain significant tax savings. The FVUL can eliminate 3 levels…

  • U.S. Tax Guide for Foreign Trusts

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    Aaron
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    Since 2001 Vern Jacobs has been providing information for Americans who invest offshore, or want to learn about offshore investing, through his Yahoo Group list called the Jacobs Report, it’s grown to over 1,700 members, I’ve been a subscriber since the beginning and watched dozens and dozens of people resolve questions they had about offshore…

  • TaxMasters: How to Avoid Being Audited by the IRS

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    Aaron
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    Patrick Cox, CEO of TaxMasters, Gives Tips on Some Common Taxpayer Mistakes That Can Lead to IRS Audits HOUSTON, Feb. 10, 2011 /PRNewswire/ — As we enter yet another tax season, many individual taxpayers and small business owners share fears about being audited by the IRS, often fueled by misconceptions concerning the audit process and…

  • Lee Byers New Information About Non-UK Pension Schemes (QNUPS)

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    Aaron
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    Following our introduction to QNUPS, we examine the critical considerations you need to keep in mind when assessing whether a Qualifying Non-UK Pension Scheme is the right offshore and expatiate pension solution Lee Byers. As discussed in our earlier report Lee Byers’s Independent Guide to QNUPS, Qualifying Non-UK Pension Schemes are potentially highly tax efficient…

  • Perth Mint UNallocated metals storage

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    Aaron
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    QUESTION: Do UNALLOCATED metal assets held under the Perth Mint Certificate Program need to be reported on the IRS TDF90-22.1? I recently purchased your book “Reporting Foreign Financial Accounts” as well as the 2010 Update and searched both of them for an answer on this point, and have also searched your online Q&A looking for…

  • IFC International Newslinks

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    Aaron
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    UBS Client Pleads Guilty to Tax Fraud A wealthy client of the Swiss bank UBS pleaded guilty on Monday to tax fraud, the ninth American caught up in an investigation of the bank’s offshore private banking services, The New York Times’s Lynnley Browning reports. The bank client, Harry Abrahamsen, of Oradell, N.J., pleaded guilty in…

  • Offshore Voluntary Disclosure Program

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    Aaron
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    Anxious US Taxpayers Who Disclosed Foreign Bank Accounts and Await Their Call From the IRS Need to Decide Whether to Accept the “Offshore” Penalty or Withdraw From the Program, Says Marks Paneth & Shron Director and Former IRS Special Agent The Call From the IRS Will Come; Once It Does, US Taxpayers Must Make Tough…

  • Best International Bank Award

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    Aaron
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    ST HELIER, Jersey, March 31, 2010 – Abbey International is currently celebrating twice over having won the coveted Best International Bank award in this year’s Investment International Finance Awards and this week secured a “Best Buy” listing for its popular 18 month fixed rate deposit currently paying 3.57% AER with Moneyfacts, the independent industry monitor (source: Moneyfacts.co.uk). The Investment International awards are amongst the oldest…

  • Fidelity Research Institute Retirement Index

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    Aaron
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    Special Focus on Retirees Shows High Incidence of Forced Early Retirement Due to Health Reasons and Higher Monthly Expenses than Anticipated BOSTON–(BUSINESS WIRE)–The Fidelity Research Institute today announced the findings of its 2007 Retirement Index, which showed the typical working American household is on track to replace 58 percent of their income in retirement –…