Tag: offshore investment

  • Tax-Advantaged Offshore Investment

    How to: Minimize U.S. Tax Reporting Requirements (Legally!) If you are an American living overseas, the walls are closing in on you quickly. If your foreign bank hasn’t already closed your account, don’t hold your breath because it is probably coming quickly. A large number of excellent articles have covered the implementation of FATCA and…

  • Tax Mitigation vs. Tax Evasion

    Most of the bad word of mouth associated with offshore investment, tax havens and the like involves an interchange of the phrases ‘tax mitigation’ and ‘tax evasion’. As the focus of tax law in the United States and elsewhere turns to tightening a grip on ‘lost’ revenue from offshore investment holders (a seemingly punitive series…

  • Beginners Introduction to Offshore Investment

    The entertainment and news media paint a dark and shady picture of offshore investing but this is far from a normal occurrence.  Most offshore investments are perfectly legal and may offer advantages over national investment.  The simplicity of the term tells you that offshore investing takes place away from your country of residence.  The purpose…

  • Asset protection trusts and offshore investment

    When discussing asset protection and offshore investments, the most widely known legal device for offshore planning or investment is an asset protection trust. Asset protection trusts resemble a typical trust as it legally exists in the United States only it’s located in a trust-friendly jurisdiction like the Cook Islands or the Bahamas. Certain jurisdictions (like…

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

      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…

  • Why Luxembourg is best for offshore investment

    Why We Recommend a Luxembourg Regulator For Investor Protection The banking crisis in 2008 undermined the financial strength of institutions such as banks and insurance companies, and people are now once again concerned about the safety of their savings. The only certain way for investors to achieve security from institutional failure is through a state…