Americans Moving to Portugal: It’s Not as Simple as You’ve Been Told – Part 3
In this final installment, Mel Warshaw and David Lesperance discuss issues around using Portugal as part of a plan to expatriate from the US.
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Author: David Lesperance
Americans Moving to Portugal: It’s Not as Simple as You’ve Been Told – Part 2
Mel Warshaw and David Lesperance continue to outline uniquely American issues that US taxpayers need to consider when moving to Portugal.
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Lesperance: 6 Predictions About the Investment Migration Market in 2023
David Lesperance goes on the record with six falsifiable predictions for events he expects in the investment migration market this year.
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Americans Moving to Portugal: It’s Not as Simple as You’ve Been Told
Melvin Warshaw and David Lesperance highlight three uniquely American pitfalls US expats must consider when investing and residing abroad.
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London’s HNWI Expats Breathe Sigh of Relief as Non-Dom System Gets Tenuous New Lease on Life
The new Chancellor of the Exchequer will keep the UK’s remittance-based tax system. His Labour successor will not, writes David Lesperance.
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The Crypto Investor’s Five-Step Roadmap to a Low-Tax, High Quality Life in a New Jurisdiction
David Lesperance outlines the five carefully planned steps crypto investors must take to successfully upgrade to a better tax jurisdiction.
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Even for The Super-Rich, Citizenship by Descent is Extremely Useful: Lessons From Abramovich
Abramovich recently picked up another citizenship by descent, this time in Portugal. Millions more should do the same, says David Lesperance.
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Pandora Papers: Lessons for Investment Migration Advisors and Clients
Groups like ICIJ will keep leaking private financial data but, with the right structures, it needn’t be a problem, explains David Lesperance.
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Lesperance to Morgan: Here’s Evidence Most US Missions Won’t Take Renunciation Appointments
Morgan claimed David Lesperance was spreading misinformation and called for “validated facts”. Today, Lesperance delivers just that in spades.
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Think Your Client Has Until Dec 31st to Get Portugal GV Under Old Rules? Think Again
While applying under current rules is possible until the end of the year, in practice, you have until the end of September, writes David Lesperance.
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Expansion of AML Obligations on IM Firms: Natural Evolution or Death Knell for Boutique Operators?
The European Commission aims to make IM providers “Obliged Entities”. David Lesperance asks: Can the EC do that? And would it be a problem?
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15% Min. Global Corporate Tax? Game Theory (and History) Explains Why It Won’t Happen
130 countries agree to aim for a global minimum corporate tax of 15%, says the G7. Don’t hold your breath, writes David Lesperance.
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Under Cover of COVID, The US Is Preventing Citizens from Renouncing – On Purpose
US consulates haven’t been taking renunciation appointments for over a year, ostensibly because of COVID. David Lesperance isn’t buying it.
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Busting Americans’ 6 Most Common Myths About 2nd Citizenships and Residences
Many Americans still harbor serious myths and misunderstandings about alternative residences and citizenships, writes David Lesperance.
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Lesperance: It’s Time For Some Heavy Lifting in Vanuatu
David Lesperance is glad to see Chairman Warsal begin to tackle shortcomings in Vanuatu’s CIPs but points out that there’s more work to be done.
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Yes, American Citizens Can and Will Leave to Avoid Wealth Taxes
David Lesperance: Democrat Senators’ assertions notwithstanding, US citizens are renouncing citizenships at the mere prospect of wealth taxes.
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Cyprus, Be Careful Not to Throw the Baby out With the Bathwater
Though poorly managed and structured, the CIP was a boon to the Cypriot economy. Michel de Martigny and David Lesperance offer a recipe for how to build back better.
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Effective Backup Plans Part II: The 3 Indispensable Components
In this second installment of David Lesperance’s series on effective backup plans, the writer outlines three indispensable components.
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Effective Backup Plans Part 1: Back to Basics
History is replete with examples of wealthy families who lost everything for lack of a comprehensive backup plan, writes David Lesperance.
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Lesperance: Vanuatu Govt. Inadvertently Admits Fatal Flaw in Its Honorary CIP
Vanuatu’s deputy PM concedes the country’s CIP investors are still just honorary citizens and that he plans to give them a yellow passport.
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