Invest Offshore

Category: Asset Protection

  • Legal Ways to Save Taxes Offshore

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    Aaron
    in

    One of the most common motivations for those who venture offshore is the belief that they can avoid or defer U.S. income taxes with a foreign bank account, a foreign trust or a bearer share foreign international business company. Some of that belief is based on very old and outdated information. Some of it is…

  • The Foreign Deferred Private Annuity

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    by

    Aaron
    in ,

    One of the most powerful estate planning tools available to the modern international financial planning practitioner is the FOREIGN DEFERRED PRIVATE ANNUITY (FFDPA) An FFDPA is a contract between an individual (the “Annuitant”) and a foreign entity that is neither an insurance company nor in the business of selling annuities (the “Company”). In an FFDPA,…

  • How to choose the right IBC

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    Aaron
    in

    The following questions need to be asked when determining which IBC is best for your specific needs. There is no right or wrong answer to any of these questions. But there are some answers that are better for you, and others that are worse. Q. What specific kind of IBC do you require? (A corporation,…

  • Can you trust a trust?

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    Aaron
    in

    The trust is the oldest of all of the entities currently used in international financial planning. Some say it dates back to Roman times, but it certainly dates back at least to the time of the Crusades, when it was used to protect the estate of the knight or Lord who went to fight in…

  • The Incredible Series LLC

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    Aaron
    in

    The Republic of the Marshall Islands (RMI) has one of the finest bodies of corporate law in the world, having closely modeled their laws after the top corporate haven in the world: the State of Delaware. The RMI is a former U.S. dependency in the Pacific Ocean which is now entirely independent. One of the…

  • Offshore Time Deposits

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    Aaron
    in

    A savings account or CD held for a fixed-term with the understanding that the depositor can only withdraw by giving written notice. The term generally is at least 30 days. Money Market: Certificate of Deposit (CD) A certificate of deposit (CD) is a time deposit with a bank. Time deposits may not be withdrawn on…

  • Economic Citizenship in St. Kitts and Nevis

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    by

    Aaron
    in

    We are consultants in the area of international asset protection. We specialize in offshore asset management, global investing, worldwide banking, and investment strategy and counseling. It is his business to know what you need in order to utilize the valuable tools of offshore asset management and protection. A simple real estate investment in a foreign…

  • Invest Offshore to Avoid Tax

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    by

    Aaron
    in

    QUESTION: I have just left my company and I have $175,000 in my savings and investment account.Is there any way to transfer that money in an offshore account to grow for the next 15 years, to avoid my heavy tax burden when that money is drawn out? I am new to this, and with my…

  • US Tax Law

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    by

    Aaron
    in

    QUESTION: In foreign trusts, it is not unusual to give the trustee the authority to capitalize undistributed income (including capital gains). Does that in effect cause the “undistributed income” to become ”trust corpus/principal” and therefore avoid being treated as ”accumulation distribution”—under U.S. regulations ? REPLY: For trust accounting purposes, it is my understanding that the…