Category: Asset Protection

  • Foreign Variable Universal Life Insurance – FVUL

    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…

  • Offshore assets rise

    Johannesburg – South African investors channelled R2.5bn into offshore collective investments (offshore assets) in the March quarter with total assets of these foreign currency denominated funds reaching R70.3bn, the Association of Collective Investments (ACI) said on Tuesday. The net inflows into the 347 foreign funds was nearly double the previous quarter’s R1.3bn, with the bulk…

  • Savvy Investors Outflank Europe’s Tax Snoopers

    It has been reported in the Swiss media that revenues generated by the transitional withholding tax on Swiss savings and investments under the European Savings Directive are far below expectations, suggesting that investors have easily manoeuvred their assets into places where the directive cannot reach. Roland Reding, a tax expert at accounting firm KPMG, told…

  • Asset & Wealth Protection Should be Top Priority in Today’s Litigious Society

    (PRWEB) – San Jose, Costa Rica (PRWEB) March 9, 2006 — Asset & wealth protection should be top priority in today’s litigious society. With new lawsuits being filed at alarming rates, and jury awards reaching record levels that just a few years ago would seem impossibly high, the time has come for even the average…

  • Investing in health also a retirement key

    Baby boomers need to do more investing in health, and not just in savings accounts. Just as a sound pattern of savings will make retirement more comfortable, so will a plan to develop good health habits. Exercise is one of the cheapest and most effective strategies to fight the effects of aging. Which one of…

  • Time to consider using a safe haven

    With economic storm clouds gathering, is it time to start thinking defensively? Alan Wood takes a look. During a period when a terror attack is reported every week and economists are predicting a New Zealand, if not global, economic slowdown, it seems timely to readjust your investment portfolio. While a slowdown, or worse a recession,…

  • Government and Income Trusts

    TORONTO (ResourceInvestor.com) — Over the past few years, the Canadian equity market has been denominated by income trusts, a business structure that eliminates taxes at the corporate level and allows net income to flow to investors, where it is taxed at the personal level. For the 10-year period ending September 30, 2005, the Scotia Capital…

  • Vern Hayden, CFP, Author of Getting an Investing Game Plan, to Speak at Westport Library, November 15, 2005

    Vern Hayden, CFP, President of Hayden Financial Group, to speak on November 15 at 7:30 p.m. at The Westport Library. He will discuss topics from Getting an Investing Game Plan, as well as his work in progress, Who Can You Trust?: Avoiding Financial Scams. (PRWEB) October 26, 2005 — You are cordially invited to hear…

  • Auditor: investors ask too much

    NEW YORK — Faced with lawsuits and regulatory pressure, William Parrett, chief executive officer of one of the world’s Big Four accounting firms, says the investing public is demanding more from auditors than they possibly can deliver. Like other auditing firms, Deloitte Touche Tohmatsu has been on the defensive since Arthur Andersen LLP was forced…