Invest Offshore

Category: Expatriate

  • Double trouble, US Expats feel the burden of FATCA

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    Aaron
    in

    US anti-tax evasion legislation known as FATCA – the Foreign Account Tax Compliance Act – has caused upheaval among the American expat community and dual Swiss-US nationals living in Switzerland where it was agreed in February. “People are very angry and upset but some are really scared,” declared Jackie Bugnion, a director and tax specialist…

  • Panama as an Expat Destination

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    Aaron
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    Panama has a long history of being very professional and courteous with international investors and bankers. The investment and banking culture in the country is very favorable for anyone seeking to either hold accounts or investments offshore as part of an overall asset protection strategy and for anyone seeking an expat retirement. But there are…

  • What to Think About Before Retiring Overseas

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    Aaron
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    Many people convince themselves they can’t retire away from their home country. It’s not the right time, it’s too complicated, we don’t have enough money – and certainly this can be true. But to truly look at retiring overseas and taking long, hard look at how you want to spend the rest of your life…

  • Offshore Asset Protection for Expats

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    Aaron
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    There’s a lot of talk in the offshore investment niche of being an expatriate or Expat. But what exactly is an Expat? And what does it have to do with offshore investing? There are many types of Expats, from globetrotting retirees to people working overseas for their employer. Expats can be people who’ve fled a…

  • An American in Paris (or Shanghai or Tel Aviv) – Part 3

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    Aaron
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    How to retain your account in a Foreign Financial Institution A. Overview In my last installment, I discussed the benefits of a private placement insurance contract (life insurance or annuity) issued by a life insurer domiciled in Puerto Rico – Isla del Encanto – for Americans living overseas. Aside from providing tax-advantages, the Puerto Rican…

  • Offshore Life Insurance to Protect Your Family

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    Aaron
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    You’re young. Life is good and you are settling into your new role as a parent and, quite possibly, the sole provider for your young family and dependents. As your thoughts turn to the future, it only makes sense you want to secure the prosperity and financial security of your young family if anything happens…

  • PFIC Problem for Americans with Offshore Investments

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    Aaron
    in

    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…