Using Offshore Trusts, Annuities and Portfolio Bonds

Using Offshore Trusts, Annuities and Portfolio Bonds PDF

Author: Martin Schuster

Publisher:

Published: 2002-09-01

Total Pages: 172

ISBN-13: 9780894992025

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This book demystifies the ordinarily complex world of offshore trusts, and then goes on to cover alternatives to the offshore trust which can provide equal or better asset protection and tax-deferral for American investors. It presents in straightforward terms, real, practical information on the origins, purposes, and applications of offshore trusts, annuities, and portfolio bonds. If you find yourself with assets to protect, liabilities you would prefer to minimize, loved ones whose future you would like to safeguard or you simply need enhanced privacy, amongst other things, you can be confident that properly created trusts, annuities, or portfolio bonds can provide lawful, elegant, cost-effective and proven means to achieving all of these worthy objectives. Rather unfamiliar to many offshore investors is an investment structure called a portfolio bond. It combines the best of two worlds -- banking and insurance -- in a safe offshore jurisdiction, such as Switzerland or Liechtenstein. which the investor can direct the insurance company to invest in a wide range of investment vehicles such as stocks, bonds, mutual funds, or cash deposits. The underlying investments can be freely selected. Any investment can be held in the Portfolio Bond so long as the value can be established (e.g., non-listed stock, real estate and shares of the investor's own company).

Tax Havens and Their Use by United States Taxpayers - An Overview

Tax Havens and Their Use by United States Taxpayers - An Overview PDF

Author: Richard A. Gordon

Publisher: The Minerva Group, Inc.

Published: 2002-08

Total Pages: 277

ISBN-13: 089499137X

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This book was written at the request of the Commissioner of Internal Revenue, The Assistant Attorney General (Tax Division), and the Assistant Secretary of the Treasury (Tax Policy).The purpose of this book was to develop an overview of tax havens and the use of tax havens by United States taxpayers. The study sought to determine the frequency and nature of tax haven transactions, identify specific types of tax haven transactions, obtain a description of the United States and foreign legal and regulatory environment in which tax haven transactions are conducted, describe Internal Revenue Service and Justice Department efforts to deal with tax haven related transactions, and to identify interagency coordination problems.The findings are based on a review of judicial decisions and published literature in the field of international tax planning, research into internal IRS documents concerning taxpayer activities, interviews with IRS personnel, personnel who deal with tax haven issues for other Federal government agencies, and lawyers and certified public accountants who specialize in international taxation. The findings are also based on a statistical analysis of available data concerning international banking, United States direct investment abroad, and foreign investment in the United States. While the findings did not uncover all the methods employed to use tax havens, the belief is that the inquiry was extensive enough to give an understanding of the situation and to enable the IRS to develop options which might be useful in improving the administration of the tax laws as they apply to tax havens

Offshore Investments that Safeguard Your Cash: Learn How Savvy Investors Grow and Protect Their Wealth

Offshore Investments that Safeguard Your Cash: Learn How Savvy Investors Grow and Protect Their Wealth PDF

Author: Erika Nolan

Publisher: McGraw Hill Professional

Published: 2009-08-21

Total Pages: 225

ISBN-13: 0071713743

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Moving your money offshore is a highly effective and surprisingly affordable strategy for you and your wealth. Until now, though, a huge barrier has stood between you and the world's best asset protection and investment opportunities-a lack of quality information. Offshore Investments That Safeguard Your Cash is the long-awaited, how-to book for everyone who has ever considered moving even a portion of his or her portfolio overseas. Written by the executive director and associate publisher of the Sovereign Society, a renowned offshore asset-protection and international finance organization, this thorough reference provides a clear road map to the offshore world, complete with the knowledge and tools you need to benefit from the same financial opportunities that the super wealthy have enjoyed for decades. Offshore Investments That Safeguard Your Cash explains how to make informed decisions about your financial options, secure everything you own against wealth predators, and protect your investment portfolio from the ravages of bear markets and superficial financial advice. No other book offers a one-stop resource with such in-depth coverage on the critical issues you need to know, including investing, taxes, estate planning, retirement, legal entities, and the world's best foreign havens. Offshore Investments That Safeguard Your Cash walks you through the process of protecting and growing your wealth, including Opening the perfect offshore account Safeguarding all your assets in one simple structure Eliminating threats to your wealth Legally slashing your tax bills Safely and effectively growing your net worth Locking up your retirement portfolio in the world's best performing, best protected, and most profitable markets Whether you're facing a looming threat to your business, seeking to maximize the savings in your retirement plan, trying to defer taxes without the IRS knocking down your door, or looking to diversify into safer, more strategic investments with higher returns--Offshore Investments That Safeguard Your Cash has the answers you're looking for.

Freedom Without Borders

Freedom Without Borders PDF

Author: Hoyt L. Barber

Publisher: Bloomsbury Publishing USA

Published: 2011-07-06

Total Pages: 192

ISBN-13: 0313393923

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This intriguing book shows how to successfully expatriate one's funds, assets, and even oneself and one's family, for safety, profit, privacy, and an inexpensive, better life. The idea of moving to a new country has always been of interest to adventurous beings who relish the notion of basking in a beautiful place where one can live like a king for dimes on the dollar. The dream is achievable, but only if you first safely move your assets. That is what Freedom Without Borders: How to Invest, Expatriate, and Retire Overseas for Personal and Financial Success is all about. Written for anyone seriously concerned about strategies for protecting assets, as well as lifestyle, this comprehensive guide covers everything one needs to know to do that successfully outside of the United States. The book focuses on personal finance considerations for those contemplating moving or investing abroad, rather than on culture aspects of such a decision. It presents specific alternatives for finding—and shifting assets to—an ideal haven, showing readers how to protect personal wealth even as they discover a freer, more peaceful way to live, invest, and/or retire.

Risk Management for Amatuer Investors

Risk Management for Amatuer Investors PDF

Author: Vernon K. Jacobs

Publisher: Offshore Press, Inc.

Published: 2003-02

Total Pages: 197

ISBN-13: 0962817260

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Risk Management for Amateur Investors will be used as a seminar teaching reference and is published as a three ring notebook.

Tax Havens Today

Tax Havens Today PDF

Author: Hoyt Barber

Publisher: John Wiley & Sons

Published: 2007-03-05

Total Pages: 336

ISBN-13: 9780470116845

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Filled with in-depth insight and expert advice, Tax Havens Today arms you with the knowledge, strategies, and contacts needed to avoid expensive mistakes and make the most of your offshore endeavors. Divided into four comprehensive parts, this timely resource will bring you completely up to speed on a variety of issues that anyone aspiring to go offshore must be familiar with.

Secrets of Swiss Banking

Secrets of Swiss Banking PDF

Author: Hoyt Barber

Publisher: John Wiley & Sons

Published: 2008-02-04

Total Pages: 288

ISBN-13: 0470136715

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In Secrets of Swiss Banking, offshore financial specialist Hoyt Barber shows how to protect your hard-earned assets by safely and legally moving your money into trusted Swiss financial institutions. Along with timely banking advice and solid investment insights, Barber provides authoritative information on a variety of Swiss banking-related issues—from the basics of opening an account to the nuances of numerous Swiss banking and investment strategies. He also details Swiss banking policies and regulations along with U.S. tax and reporting requirements.

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