What Is IRC Section 2801: Expat Gift and Inheritance Rules Explained
IRC Section 2801 is a US federal tax rule that may impose tax on gifts and inheritances received by US persons from certain former US citizens or long-term…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
Second Citizenship for Portugal: Top Passport Options
A second passport for Portugal is most commonly obtained through countries such as Brazil, France, Switzerland, Luxembourg, the United Kingdom, and the Uni…
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Second Citizenship for the Philippines: Can Filipinos Get Two Passports?
A second passport for Filipinos most commonly involves acquiring citizenship in countries such as the United States, Canada, Spain, Australia, or Portugal …
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NRI Succession Planning Using Trusts
Succession planning for NRIs using trusts is an estate planning strategy that helps structure how global assets are managed, transferred, and inherited. Tr…
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7% Flat Tax in Italy for Retirees: Eligibility, Regions and Updated Rules
Italy’s 7% flat tax rule allows eligible recipients of a foreign pension to pay a 7% substitute tax on qualifying foreign-source income after moving their …
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What is Bill C-12 in Canada?
Bill C-12, officially titled the Strengthening Canada’s Immigration System and Borders Act, is a landmark Canadian federal law that became official on Marc…
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São Tomé and Príncipe Citizenship by Investment Changes
The São Tomé and Príncipe CBI program launched in August 2025 and has already changed in 2026. The latest updates allow remote passport processing and deli…
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Is There a 42% Unrealized Gains Tax in Denmark?
Denmark does not currently impose a general unrealized gains tax on investments or cryptocurrency holdings. However, a 2024 crypto tax proposal renewed deb…
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Ireland Retirement Visa: How Stamp 0 Works for Retirees
Ireland does not offer a dedicated retirement visa, but financially independent non-EU nationals can still retire there through Stamp 0 permission. This di…
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Malta Retirement Visa: Requirements, Costs, and Residency Options
A retirement visa in Malta refers to the residency pathways that allow foreign retirees to live in Malta using pension or passive income. Malta does not of…
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