Tag: Pension Law

  • Why You Should Consider Transferring Your Pension Overseas

    Why You Should Consider Transferring Your Pension Overseas

    As you approach retirement, one of the most critical decisions you’ll face is how to manage your pension. For many, the option of transferring their pension overseas might not immediately come to mind, but it is an increasingly popular strategy among savvy investors looking to maximize their retirement savings and enjoy a more secure financial…

  • The Privacy of Pensions

    Pensions and Privacy Many countries have laws imposing secrecy on information about retirement plans (pensions) and this is in essence why FATCA allows for the ‘limited conditional’ category. By their very nature, retirement plans are viewed and governed differently. There are sanctions on dealing with retirement plan information which only a Regulator can decide on.…

  • My “Flippín” House?

    Tax Strategies to Reduce Taxation and Build Wealth for House Flippers I seem to be perpetually out to lunch. When I step on the scale too, this point is further confirmed. I do not know why I have waited so long to write an article for the benefit of real estate investors who “flip” houses.…

  • Personal Pension and Foreign Investment Account

    Trade risk for security offshore – Overseas Personal Pension The simple solution is to centralize your investment into a U.S. IRS fully compliant tax free trading environment. This can be accomplished by using a US – onshore regulated Trustee and using a self Directed Individual Retirement Account (IRA) Foreign Investment Account. You can easily rollover…

  • New Tax system is hostile to Trusts

    The tax system is generally hostile to foreign trusts. The hostility is understandable– trusts interfere with the government’s ability to impose or collect tax. As a result, the laws are slanted against foreign trusts. Income is taxed punitively. The right paperwork must be prepared “just so” and filed on time, or massive penalties can result.…