Offshore Investing Guide
We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.
Invest Offshore Blog Posts
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Cayman Funds and the Seven Deadly Myths of FATCA
It is quite a human trait to live in a state of suspended disbelief – when the news is just too bad to absorb, or when the consequences of an action are too much to contemplate. Response to the Foreign Account Tax Compliance Act (FATCA), it seems, is one of suspended disbelief by some in…
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Wealth Preservation Europe Account
Dublin based Canada Life International Assurance has launched a new estate planning product – the Wealth Preservation Europe Account. The WPEA is based on Canada Life’s award winning Wealth Preservation Account (WPA), which was voted the Best Trust/Estate Planning Product in the International Adviser International Life Awards 2013. The WPEA and WPA both allow individuals…
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Hong Kong leads the way on TIEAS
It’s important to understand that Hong Kong has never had any bank secrecy laws, the Inland Revenue Department (IRD) always had a mandate to collect information from banks for the purposes of administration of taxes under the IRD tax code. Hong Kong, when collecting data to honor the terms of the tax information agreements (TIEAs)…
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USA pension plan 401k vs. 402b
The 401(k) compared to the 402(b) Foreign Retirement Plan With a 401k your employer will match your contribution to their pension plan up to 15% to a maximum of a set value. If you want your money back you must pay a 10% penalty up to age 59.5 years and declare the entire sum as…
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4 Best Reasons to Invest Offshore
There is no reason for your advisor to have ever heard of a regulated asset protection structure (RAPS). US advisors do not study this area of law and consequently do not advise on foreign retirement plan law. However, an IRC 402(b) Foreign Retirement Fund (RAPS) allows your assets to be held tax deferred for which…
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Jersey retains top offshore jurisdiction status in global rankings
In the latest publication of the Global Financial Centres Index (GFCI), Jersey has retained the number one ranking amongst offshore jurisdictions. Jersey is the only offshore jurisdiction to be included in the top 30 International Finance Centres (IFCs). Jersey maintained a ranking of 28 from the previous index published six months ago. This is compares…
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Time for Investors to Hunker Down
It’s time to step out from my ‘normal’ role as the ‘energy expert’ and make a comment or two on the markets in general, just as a professional trader who’s seen quite a bit in his almost 3 decades of daily experience with capital markets and the way they act. Patterns emerge that aren’t foolproof,…
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Regulated, Registered, Recognized Foreign Retirement Plan
NQDC-vs-402(b) – aka RAPS An alternative to the US Tax Regulations that require NQDC plans (nonqualified deferred compensation plans) to be not formally funded ( The Total Return Swap Hedge requires 25 million annual contributions.) The Alternative to Unfunded, Unhedged, or informally funded NQDC Plans: We have a number of 402(b) Foreign Retirement Plan proposals…
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