What Does an Asset Protection Adviser Do for Expats?
An asset protection adviser looks at what could put your wealth at risk, then works with lawyers, tax advisers and trustees on ways to address it. For expa…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
Putting Assets in Your Spouse's Name for Expat Tax Planning
Putting assets in your spouse's name can leave expats facing unexpected capital gains tax, gift taxes, or income tax bills if the transfer does not qualify…
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Which Firms Help Expats Set Up Trusts and Foundations for Cross-Border Wealth Planning?
Expats and high-net-worth families can establish trusts and foundations with support from fiduciary providers and specialist law firms, while international…
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Distributing vs Accumulating ETFs for Expats Compared
Accumulating and distributing ETFs differ mainly in what happens to the income generated by the fund. Accumulating ETFs reinvest it automatically, while di…
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How to Avoid Home Country Bias as an Expat Investor
To avoid home country bias as an expat investor, assess how much of your overall wealth depends on your home country and diversify across countries, market…
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How to Protect Your Assets From the Government
Protecting assets from the government is primarily about lawful ownership structures, jurisdictional diversification, tax planning and understanding when g…
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Tax-Efficient Investing for US Expats: Where Double-Tax Relief Falls Short
US expats can face tax on the same investment income in both the United States and their country of residence because the two tax systems do not always cal…
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When Does Tax Deferral Make a Portfolio Bond Worthwhile for Expats?
Portfolio bond tax deferral can be valuable when delaying personal tax allows more capital to remain invested for longer, but the benefit hinge on fees, wi…
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What Happens to Tax-Efficient Investments When Expats Change Country?
An investment that is tax-efficient in one country may lose some or all of those advantages when an expat becomes tax resident elsewhere. The destination c…
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Financial Planning for NRIs: Key Money Decisions to Review
Financial planning for NRIs involves coordinating income, savings, investments, taxes and future family needs across India and the country where you live. …
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