Using Offshore Trusts, Annuities and Portfolio Bonds

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Publisher :
ISBN 13 : 9780894992025
Total Pages : 172 pages
Book Rating : 4.9/5 (92 download)

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Book Synopsis Using Offshore Trusts, Annuities and Portfolio Bonds by : Martin Schuster

Download or read book Using Offshore Trusts, Annuities and Portfolio Bonds written by Martin Schuster and published by . This book was released on 2002-09-01 with total page 172 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher : The Minerva Group, Inc.
ISBN 13 : 089499137X
Total Pages : 277 pages
Book Rating : 4.8/5 (949 download)

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Book Synopsis Tax Havens and Their Use by United States Taxpayers - An Overview by : Richard A. Gordon

Download or read book Tax Havens and Their Use by United States Taxpayers - An Overview written by Richard A. Gordon and published by The Minerva Group, Inc.. This book was released on 2002-08 with total page 277 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

U.S. Tax Guide for Aliens

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Publisher :
ISBN 13 :
Total Pages : 40 pages
Book Rating : 4.:/5 (3 download)

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Book Synopsis U.S. Tax Guide for Aliens by :

Download or read book U.S. Tax Guide for Aliens written by and published by . This book was released on 1990 with total page 40 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Freedom Without Borders

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Publisher : Bloomsbury Publishing USA
ISBN 13 : 0313393923
Total Pages : 192 pages
Book Rating : 4.3/5 (133 download)

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Book Synopsis Freedom Without Borders by : Hoyt L. Barber

Download or read book Freedom Without Borders written by Hoyt L. Barber and published by Bloomsbury Publishing USA. This book was released on 2011-07-06 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher : Offshore Press, Inc.
ISBN 13 : 0962817260
Total Pages : 197 pages
Book Rating : 4.9/5 (628 download)

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Book Synopsis Risk Management for Amatuer Investors by : Vernon K. Jacobs

Download or read book Risk Management for Amatuer Investors written by Vernon K. Jacobs and published by Offshore Press, Inc.. This book was released on 2003-02 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: Risk Management for Amateur Investors will be used as a seminar teaching reference and is published as a three ring notebook.

The Financial Times Guide to Wealth Management

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Publisher : Pearson UK
ISBN 13 : 1292004703
Total Pages : 545 pages
Book Rating : 4.2/5 (92 download)

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Book Synopsis The Financial Times Guide to Wealth Management by : Jason Butler

Download or read book The Financial Times Guide to Wealth Management written by Jason Butler and published by Pearson UK. This book was released on 2014-11-18 with total page 545 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax Havens Today

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Publisher : John Wiley & Sons
ISBN 13 : 9780470116845
Total Pages : 336 pages
Book Rating : 4.1/5 (168 download)

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Book Synopsis Tax Havens Today by : Hoyt Barber

Download or read book Tax Havens Today written by Hoyt Barber and published by John Wiley & Sons. This book was released on 2007-03-05 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher : John Wiley & Sons
ISBN 13 : 0470136715
Total Pages : 288 pages
Book Rating : 4.4/5 (71 download)

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Book Synopsis Secrets of Swiss Banking by : Hoyt Barber

Download or read book Secrets of Swiss Banking written by Hoyt Barber and published by John Wiley & Sons. This book was released on 2008-02-04 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

SEC Docket

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Publisher :
ISBN 13 :
Total Pages : 1484 pages
Book Rating : 4.3/5 (243 download)

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Book Synopsis SEC Docket by : United States. Securities and Exchange Commission

Download or read book SEC Docket written by United States. Securities and Exchange Commission and published by . This book was released on 1998 with total page 1484 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Advanced Topics in Revenue Law

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Publisher : Bloomsbury Publishing
ISBN 13 : 1782250395
Total Pages : 537 pages
Book Rating : 4.7/5 (822 download)

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Book Synopsis Advanced Topics in Revenue Law by : John Tiley

Download or read book Advanced Topics in Revenue Law written by John Tiley and published by Bloomsbury Publishing. This book was released on 2013-01-07 with total page 537 pages. Available in PDF, EPUB and Kindle. Book excerpt: The last several years have seen fundamental changes to the UK tax system. Nearly the entirety of the UK corporation tax and international tax rules have been rewritten by three new statutes – the Corporation Tax Acts 2009 and 2010 and the Taxation (International and Other Provisions) Act 2010. The UK has also implemented major new policies affecting the taxation of pensions, charities, savings vehicles, 'non-doms' and the foreign profits of UK companies. In addition, European Union law, and especially the case law of the Court of Justice of the European Union, has had an increasingly important impact on UK corporation tax and international tax law in particular. This new book on advanced topics in UK tax law is derived from material previously found in John Tiley's major text on Revenue Law that has been expanded and comprehensively updated to take account of these developments. The book deals with Corporation Tax, International and European Tax, Savings and Charities, in a manageable and portable volume for law students and practitioners. It complements the material on UK Income Tax, Capital Gains Tax, and Inheritance Tax found in Revenue Law, 7th edition. Unlike other tax law books, this text explains the new rules found in CTA 2009, CTA 2010 and TIOPA 2010 in light of its legislative predecessors. The book contains extensive references to the new legislation and also to the former enactments in ICTA 1988 and elsewhere. Those familiar with the old law but wanting to find their way round the new will find this work particularly valuable. The book is designed for law students taking advanced tax courses in the final year of their law degree course and for graduate students, but is intended to be of interest to all who enjoy tax law. Its purpose is not only to provide an account of the rules but to include citation of the relevant literature from legal periodicals and some discussion of or reference to the background material in terms of policy, history or other countries' tax systems.

Individual retirement arrangements (IRAs)

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Publisher :
ISBN 13 :
Total Pages : 284 pages
Book Rating : 4.:/5 (334 download)

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Book Synopsis Individual retirement arrangements (IRAs) by : United States. Internal Revenue Service

Download or read book Individual retirement arrangements (IRAs) written by United States. Internal Revenue Service and published by . This book was released on 1990 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt:

FT Guide to Wealth Management

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Publisher : Pearson UK
ISBN 13 : 027374304X
Total Pages : 281 pages
Book Rating : 4.2/5 (737 download)

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Book Synopsis FT Guide to Wealth Management by : Jason Butler

Download or read book FT Guide to Wealth Management written by Jason Butler and published by Pearson UK. This book was released on 2012-12-27 with total page 281 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Financial Times Guide to Wealth Management is your definitive guide to preserving and enhancing your wealth and getting the most out of your finances. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Up to date with all the latest changes to UK pension, tax and legal rules, it covers everything you need to know in one easy to read guide.

Swiss Bank Accounts and Investment Management

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Publisher : The Minerva Group, Inc.
ISBN 13 : 0894992031
Total Pages : 117 pages
Book Rating : 4.8/5 (949 download)

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Book Synopsis Swiss Bank Accounts and Investment Management by : David Falkayn

Download or read book Swiss Bank Accounts and Investment Management written by David Falkayn and published by The Minerva Group, Inc.. This book was released on 2002 with total page 117 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is written for the serious person of means who wants safety and performance from invested wealth. No matter where you live or what economic and political hazards your country of residence presents to investment you owe it to yourself to consider Switzerland as the place to put your hard-earned money, especially in the Swiss insurance annuity. In my experience a comparison of the Swiss annuity with more traditional forms of asset protection shows that an annuity can serve the same function as trusts or similar legal devices but produces a far greater return for your money with complete safety and less complexity. Here we are concerned with personal wealth, its creation, expansion and preservation. In that context it is not understatement to describe the Swiss financial system's unequaled world record as unique in combining investor safety with assured earnings. Thoughtful people who value financial freedom and asset protection know this well. The question is why any serious foreign investor fails to avail himself of the many benefits of the Swiss system. The answer is; the serious investor never fails! Every person should plan for the important aspects of their financial life. One major area is estate planning which hopefully will insure that at the time of death property passes without incident according to the deceased's wishes. The second area is lifetime financial planning which seeks to build and manage an investable estate to provide assets and income. The third area, the one I will address, is asset protection, an indispensable element without which the other two can be rendered meaningless. This is one of the first books to discuss the portfolio bond, an insurance product offered by companies in Switzerland, which offers significant asset protection, tax and privacy advantages for American investors.

Houseman's Law of Life Assurance

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Publisher : Bloomsbury Publishing
ISBN 13 : 1784514497
Total Pages : 821 pages
Book Rating : 4.7/5 (845 download)

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Book Synopsis Houseman's Law of Life Assurance by : Robert Surridge

Download or read book Houseman's Law of Life Assurance written by Robert Surridge and published by Bloomsbury Publishing. This book was released on 2016-11-11 with total page 821 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unique in its depth of coverage and currency, Houseman's Law of Life Assurance has established a well-deserved reputation as an authoritative practitioner work on life assurance and is renowned for its practical insight into the workings of the industry. In addition to being fully updated to take account of new legislation and case law the new 15th edition also covers developments including: Significant structural changes to the UK regulatory framework since the 14th edition and in particular the creation of the Prudential Regulation Authority (PRA) and the Financial Conduct Authority each with their own different statutory objectives; Creation of the PRA and the introduction of a new rulebook with a different structure for conveying regulatory guidance; Implementation of the Solvency II Directive which has made fundamental changes to the way insurers calculate their capital, invest their assets and govern their businesses; Changes to insurance law on misrepresentation and warranties and the new duty on consumers to take reasonable care not to make a misrepresentation and on non-consumers to make a fair presentation of the risk; New e-commerce chapter to reflect the growing importance of this distribution channel for life insurance products; Anticipated changes to the regime applicable to insurance distribution because of the Insurance Distribution Directive and rules relating to packaged insurance investment contracts, including the impact on remuneration of intermediaries; Changes to the UK compensation scheme for insurance policyholders.

Tax Cases Reported Under the Direction of the Board of Inland Revenue

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Publisher :
ISBN 13 :
Total Pages : 668 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Tax Cases Reported Under the Direction of the Board of Inland Revenue by :

Download or read book Tax Cases Reported Under the Direction of the Board of Inland Revenue written by and published by . This book was released on 1998 with total page 668 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Insured Portfolio

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Publisher : John Wiley & Sons
ISBN 13 : 0470875682
Total Pages : 258 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis The Insured Portfolio by : Erika Nolan

Download or read book The Insured Portfolio written by Erika Nolan and published by John Wiley & Sons. This book was released on 2010-07-16 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to safely, easily, and as tax efficiently as possible diversify and hedge against the dollar’s fall It's no secret–the U.S. economy is in crisis mode, threatening everything from personal savings to our overall prosperity as a nation. Panicking is not the answer. Having a clear game plan is. In this environment, investors must protect themselves from the immense financial uncertainties they face as a saver or an investor in the 21st Century. Investors need solid information about ways to recession-proof their retirement and investment portfolios. The Insured Portfolio offers that guidance revealing the major financial threats the 21st Century Saver and Investor faces and showing them how to build a strong portfolio and protect their assets. Written in smart, engaging prose, the book: Details ways to invest overseas, and specifically–how to use international private placement policies as a way to protect assets and reduce taxes Provides investors with the tips and tools needed to profit overseas with insurance, including how to bypass the international restrictions often used to keep investors from seeking opportunities in other countries For those seeking customized asset protection, a dollar hedge, global investment diversification, tax privileged growth and estate planning, there is not another single solution on the market today that can achieve all of these objectives at once better than The Insured Portfolio.

Congressional Record

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Publisher :
ISBN 13 :
Total Pages : 2538 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Congressional Record by : United States. Congress

Download or read book Congressional Record written by United States. Congress and published by . This book was released on with total page 2538 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Congressional Record is the official record of the proceedings and debates of the United States Congress. It is published daily when Congress is in session. The Congressional Record began publication in 1873. Debates for sessions prior to 1873 are recorded in The Debates and Proceedings in the Congress of the United States (1789-1824), the Register of Debates in Congress (1824-1837), and the Congressional Globe (1833-1873)