Invest Offshore

Category: Expatriate

  • PFIC Problem for Americans with Offshore Investments

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    Aaron
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    WARNING: U.S. Persons who Purchased a Retirement Plan, Savings Plan issued from the Isle of Man, Dublin, Guernsey or U.K. Life Insurance Company are holding a British Style Life Policy (lump sum or savings plan) which requires annual reporting as a PFIC and suffers annual taxes on the growth of 36.9% and huge annual penalties…

  • An American in Paris (or Shanghai or Tel Aviv)

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    Aaron
    in

      Part 1: Using Tax-Advantaged Investment Solutions While Living Overseas Overview According to the American Citizens Abroad, there are five-seven million American citizens living outside of the United States on a fulltime basis. I for one am green with envy. I grew up in the Panama Canal Zone and know “first hand” that it can…

  • FATCA – Dual Nationals, Expatriation or Voluntary Disclosure

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    Aaron
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    Offshore Voluntary Disclosure Program (OVDP) and FACTA Many dual nationals, meaning those U.S. taxpayers who retain citizenship in another country as well as having U.S. permanent residence (Green Card) status or U.S. citizenship, may be considering surrendering their U.S. status and expatriating as opposed going through the Offshore Voluntary Disclosure process. The reason often offered…

  • Retirement planning for the shrewd expatriate

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    Aaron
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    Are you looking for retirement solutions without the hassles and headaches? We can help! At Invest Offshore we’re experts at creating specialist retirement, investment and savings plans based on your unique circumstances. Our flexible solutions cater to long term needs, and unlike other advisers, our solutions are such that you do not have to tie…

  • Citizenship by investment program – What does it have in store for you?

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    Aaron
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    There are several countries which allow an individual to acquire a citizenship if you invest in the country or make some direct contribution to the State in order to ensure the development of the country. These are most commonly known as investment citizenship program and are found in a handful of countries. One of the…

  • What is the need for having a second citizenship?

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    Aaron
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    There are many Americans who seek second citizenship and second passport and these people come from either middle class or very wealthy background. Each individual has different long term plans. However, all of them, irrespective of their economic condition aim towards minimizing their tax bills and restore their right to privacy and freedom. Amongst all…

  • Antigua & Barbuda Citizenship Investment Program

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    Aaron
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    The opportunity to become a citizen of Antigua and Barbuda is truly unmatched. A member of the British Commonwealth and world-class destination as evidenced by its growing international population over the last decade, thousands of international travelers visit annually and leave the islands harbouring dreams of having a home here. Citizenship of Antigua and Barbuda…

  • Protecting Your Expat Capital from Forex Movements

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    Aaron
    in ,

    While living abroad, one of the best ways to build your income is to invest in the Foreign Exchange Market (also known as the Forex Market). Based on the movements and trends of currencies from around the globe, Forex can lead to huge gains when global markets are doing well. On the other hand, political…