CitizenX Citizenship Review

CitizenX is a Swiss platform that provides services and tools to help people secure residency, add more passports, and effectively handle second citizenship-related procedures. In this CitizenX citizenship review, we’ll talk about how the platform works, costs, list of supported countries for citizenship by investment, and pros and cons of the product. We have discount codes […]
Peninsula Global Bonds Review

The Peninsula Global Bonds offering is an investment vehicle with fixed income. It is intended to provide dependable revenue, flexible terms, and an alluring yearly return to investors. We’ll assess the product’s features and pros and cons in this review. If you are looking to invest as an expat or high-net-worth individual, which is what […]
Peninsula Capital Trust Loan Notes Review

The goal of Peninsula Capital Trust is to offer investors options outside of the usual asset classes of stocks and bonds. That’s why the firm provides short-term notes that allow investors to tap and diversify into the private credit market. This developing alternative sector generally yields greater returns and has less association with conventional market […]
9Mountains Bonds Review

Bonds known as converter bonds have the option to be converted, at a predefined conversion ratio, into shares of the issuing company. In this review, we take a closer look at the 9Mountains bonds and see what the converter bonds offering is all about. It can be a way to diversify your portfolio, but it’s […]
Balqis Bond Review

The Balqis bond is a fixed-income investment that provides access to the litigation finance market. Due to the increasing number and value of class action lawsuits, particularly in the UK, this sector has grown significantly in recent years. The United Kingdom has emerged as a major force in the litigation finance industry. From 2018 to […]
Setting Up a Foundation in Canada: A Comprehensive Guide

Canada’s charitable sector plays a vital role in supporting communities and addressing social needs across the country. Foundations form a crucial component of this ecosystem, enabling the flow of private wealth toward public causes. If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email […]
Setting up a Foundation in the UK: A Comprehensive Guide

In the United Kingdom, foundations play a vital role in providing funding and support for various charitable causes. They represent a significant portion of the charitable sector, with large foundations contributing billions of pounds in grants annually. This article is mainly for people living outside the UK. If you are looking to invest as an […]
Setting Up a Foundation in Nigeria

Nigeria has seen a significant rise in philanthropic initiatives aimed at addressing various social challenges across the country. Setting up a foundation provides a structured approach to achieving charitable goals while ensuring legal compliance and operational sustainability. If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, […]
Redbridge Insurance Review

Barbados-based Redbridge Insurance Company Ltd. is a global insurance and reinsurance firm rolled out in 2010. The company provides various international health insurance and associated products intended to give quality healthcare coverage as well as financial security to individuals, families, and expats. In this Redbridge Insurance review, we’ll discuss: If you are looking to invest as an expat […]
Setting Up a Foundation in South Africa: A Comprehensive Guide

South Africa offers a structured framework for establishing foundations dedicated to social, educational, or environmental causes. Setting up a foundation in South Africa requires careful planning and adherence to specific legal requirements. This is regardless of whether you’re planning to support underprivileged communities, fund educational initiatives, or tackle environmental challenges. If you are looking to […]
Setting Up a Foundation in Hong Kong

Hong Kong is an attractive jurisdiction for establishing foundations due to its strategic location, well-developed legal framework, and favorable tax environment. Hong Kong does not recognise foundation in law in technical terms, so setting up a foundation in Hong Kong requires understanding the various legal structures available, their respective registration processes, associated costs, and tax […]
Setting Up a Trust in Singapore

A trust is a legal arrangement where a settlor transfers assets to a trustee to manage for beneficiaries. The trust structure provides asset protection and wealth management benefits to individuals and families looking for long-term financial planning solutions. If you are looking to invest as an expat or high-net-worth individual, which is what I specialize […]
Regatta Financial UK Review

UK-based Regatta Financial Solutions is a financial services company that focuses on tax-friendly investing and wealth protection. Their strategy is intended to assist clients in safeguarding and increasing their capital while lowering their tax obligations; it focuses especially on Inheritance Tax (IHT) relief via Business Relief rules. If you are looking to invest as an expat […]
K&R Insurance Review

K&R insurance is an important risk management measure for businesses and individuals who are vulnerable to extortion and kidnapping threat, as it offers both financial security and professional crisis response. In this K&R insurance review, we’ll examine: If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, […]
How to Set Up a Family Office in Hong Kong: A Comprehensive Guide

Hong Kong has emerged as one of Asia’s premier destinations for establishing family offices. It is known for offering a robust financial infrastructure and a favorable regulatory environment for wealthy families looking to manage their assets professionally. This guide on how to set up a family office in Hong Kong provides essential information, from basic […]
How to Start a Family Office in South Africa

Setting up a family office in South Africa is a significant undertaking, best approached with careful planning, clear goals, and professional support. With the right structure and governance, a family office can help safeguard and grow family wealth, support philanthropic ambitions, and provide stability for future generations. In this guide, we will discuss how to […]
Alt Lending US Student Loan Notes Review

The student loan-backed credit linked note was a private placement offering that was only accessible for certain institutional or accredited investors. The credit-linked note or CLN is issued by Luxembourg-based Alt Lending SPV Two LLC. This is a special purpose vehicle formed by Alt Lending LLC, a private equity-backed lender that specializes in refinancing student […]
How to Set Up a Family Office in the UK: A Comprehensive Guide

Family offices have become increasingly important wealth management structures for ultra-high-net-worth individuals and families in the United Kingdom. This guide walks you through what a family office is in the UK, the legal structures and types available, the wealth and cost thresholds, a step-by-step setup process, etc. Additionally, you’ll also get to overview revenue models […]
Which Countries Have No Dividend Tax?

Dividend taxation varies significantly across the globe, with some jurisdictions offering zero tax on dividend income while others impose substantial rates. This variance creates opportunities for investors to optimize their returns through strategic investment in tax-friendly locations. Understanding which countries have no dividend tax can significantly impact investment decisions, especially for high-net-worth individuals and multinational […]
EU Citizenship by Descent: Who Qualifies?

The acquisition of European Union citizenship through ancestral connections represents a significant pathway for individuals worldwide with European heritage. An interest in EU citizenship by descent has spiked among individuals to secure or reclaim European rights and opportunities that might otherwise be unavailable to them. This comes in light of recent developments including the United […]
Non-Domiciled Remittance Basis Ireland Taxation

Ireland’s tax system offers significant advantages for individuals who are residents but not domiciled in the country through its remittance basis of taxation. This system allows qualifying individuals to limit their tax liability on foreign income and gains, making Ireland an attractive location for international high-net-worth individuals. The remittance basis is a cornerstone of Ireland’s […]