Invest Offshore

Month: May 2015

  • The Master Game

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    by

    Aaron
    in

    There once was a man named DeRopp who wrote a book titled The Master Game.  No need to discuss his book or his philosophy here, other than to say it had to do with the shaping of one’s life and options through a lens few of us normal people have ever looked through before. It…

  • Relinquishing Permanent Residency or U.S. Citizenship

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    by

    Aaron
    in

    The expatriation rules apply to U.S. citizens or long term residents that have a Green Card in eight of the last fifteen years preceding the application for expatriation. The expatriation rules are applicable if the taxpayer meets one of two test. A “covered expatriate” is a taxpayer that meets the Net Worth Test of IRC…

  • The Panamanian Second Passport Program

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    by

    Aaron
    in ,

    Panama has become a popular destination for many Americans and Canadians for retirement purposes. As the Switzerland of Latin American, it is also a popular destination for many South Americans particularly Venezuelans and Colombians. Historically, Panama has been and remains politically and economically stable. The currency is tied to the U.S. dollar. For purposes of…

  • EB What? Considering Other Alternatives to the EB-5 Visa

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    by

    Aaron
    in

    The EB-5 Visa program The EB-5 Visa program has been widely promoted as a legal basis for foreign business owners to gain conditional residency followed by permanent residency in the United States. The program is a great solution to the proposition “Ï want to live in America.” Unlike other countries, the decision to become a…

  • Export a UK Pension

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    by

    Aaron
    in

    HMRC cannot restrict transfer of UK pension funds HMRC rules specifically states that you do not need to leave the U.K. to transfer your pension funds. Which means the HMRC cannot restrict transfer of pension funds. A transfer payment may be made either to the scheme administrator including persons responsible for administration of the QROPS,…

  • Protecting Your Portfolio In A Turbulent Market

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    by

    Aaron
    in

    Investment experts who predicted a turbulent stock market this year have seen their prophecies come true. One of the more recent examples came when a spike in long-term interest rates unnerved investors, sending major U.S. stock indexes on a downward clip. The volatility is expected to continue, and the dramatic ups and downs could leave…

  • Institutional Investors Survey Report

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    by

    Aaron
    in

    North American Institutional Investors to Plough Billions into Europe with a ‘Shopping List’ of Infrastructure and Property Projects Europe is now their Number One foreign investment target, followed by Asia and sub-Saharan Africa The demand for alternative investments is snowballing against the backdrop of a  low-interest climate It could be a lifeline for SMEs –…

  • A Tax Strategy For Investment Real Estate Grows In Popularity

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    by

    Aaron
    in

    Proponents Say 1031 Exchanges Are Good For The Economy, But Congress Eyes Repeal A popular tax-deferral strategy for people who deal in investment property could be in trouble as Congress ponders doing away with it. But already rescue efforts, such as letter-writing and lobbying campaigns, are afoot to counter any talk of repealing Section 1031…

  • Winning the Money Game

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    by

    Aaron
    in

    The Prevailing Principle to Win the Money Game The Power of Compounding Pre-Tax Contributions and Accumulations: For example, a 10% return over 30 years will produce 4 times the accumulation of a 5% return. With marginal income tax rates approaching or exceeding 50 percent, interest in tax deferral has spiked. Many are familiar with the…