Offshore Investing Guide

We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.

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Invest Offshore Blog Posts

  • US Tax Law

    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…

  • Team Caterpillar

    Caterpillar Profit Per Share 41 Percent Higher Than Second Quarter 2005; Full-Year Outlook Increased Second-quarter sales and revenues and profit were the highest for any quarter in Caterpillar’s history and strong demand continues in key industries. PEORIA, Ill., July 21 /PRNewswire-FirstCall/ — Today, Caterpillar Inc. (NYSE: CAT – News) reported a 41 percent increase in…

  • EU Orders Luxembourg to Repeal Tax Breaks

    The European Commission has ordered Luxembourg to repeal its preferential tax regime for financial holdings by the end of the year. The commission said the scheme gives unjustified tax advantages to providers of certain financial services with holding companies in Luxembourg. Stable and high-income market economy features moderate growth, low inflation, and a high level…

  • Using Offshore Tax Havens for Privacy & Profit

    Editorial Review Why invest abroad? Today, growing numbers of investors are convinced that the U.S. is no longer the land of safety or opportunity when it comes to investments. They recommend that you research the country to which you entrust your holdings as carefully as you do your broker, banker, bond ratings or any investment.…

  • Metals Continue Bull Run

    Metals continue the bull run. We expect to see $700 on gold in the very near future. Geopolitical and world economic events coupled with the normal supply and demand equation have this market poised to make a run at the infamous Hunt Brothers high back in the early 80’s. First we of course need to…

  • Brazilian Lawmakers Give Nod To Foreign Investor Tax Cut

    The Brazilian Lawmakers in the Senate have rubber stamped an executive decree which will remove capital gains tax for foreign investors in domestic government bonds. The law, due to be signed by next week by President Luiz Inacio Lula da Silva, will mean that foreign investors are exempt from the 15% tax. The law will…

  • CISX Reveals Increased Interest In REIT Listings

    It emerged this week that the Channel Islands Stock Exchange (CISX) has experienced significant interest from tax advisers and fund management companies in using the CISX for the listing of UK REITs when they are introduced next year. The flow of enquiries about the potential for listing REITs was one of a number of recent…

  • Futures contracts or commodity companies?

    As the current secular bull market in commodities enters the next phase of its life, it is worth reflecting on the different ways to play the market. There are, in essence, 3 distinct possibilities to enhance your portfolio with commodities plays: 1) Invest in futures contracts, 2) invest in companies that are involved with mining,…

  • Offshore Investors Beat EU Directive to Avoid Tax

    Tens of thousands of investors with money tied up in offshore financial centres have been successfully exploiting loopholes in the new EU savings directive to avoid tax. Only €100m (£69m) was raised by Switzerland in the first six months of the new law’s operation. Over the same period, Jersey raised just £9m and Guernsey just…

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