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tax planning

Editor's Picks Europe 

How to Live in Italy and Pay a Single-Digit Tax Rate: 3 Special Tax Regimes

April 24, 2023April 24, 2023 Christian Henrik Nesheim europe, flat tax, italy, lavoratori impatriati, lump-sum, rientro dei cervelli, southern italy, tax planning, tax residency

Attracted by the charm of Italy but repelled by its high tax rates? Here are the three special regimes that make Italy a tax haven – for you.

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American Exceptionalism 

How to Expatriate from the United States – Part 4: Post-Expatriation Tax Considerations and Future Travel to the US

March 28, 2023March 28, 2023 David Lesperance american exceptionalism, club, david lesperance, expatriation, melvin warshaw, renouncing citizenship, tax planning

So, you’ve given up your US citizenship or green card. End of story, right? Not even close, explain David Lesperance and Melvin Warshaw.

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American Exceptionalism 

How to Expatriate from the United States – Part 3: Preparing for the Exit Tax

March 15, 2023March 15, 2023 David Lesperance american exceptionalism, club, david lesperance, exit tax, expatriation, melvin warshaw, renouncing citizenship, tax, tax planning, tax residency, united states

David Lesperance and Melvin Warshaw explain how to get through the byzantine obstacle course of exit tax without setting off IRS booby traps.

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Europe 

Special Tax Regimes: How to Live in Greece and Pay a Single-Digit Tax Rate

March 1, 2023March 1, 2023 Christian Henrik Nesheim club, europe, greece, tax, tax planning, tax residency

Greece offers investors, retirees, and business owners the opportunity to pay a sharply reduced tax rate for up to 15 years.

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Podcast 

What’s Driving Americans to Expatriate or Get Second Citizenships in 2023? David Lesperance and Mel Warshaw on the Mobility Standard

February 7, 2023February 7, 2023 Christian Henrik Nesheim david lesperance, expatriation, melvin warshaw, podcast, renouncing citizenship, tax, tax planning

David Lesperance and Mel Warshaw on what’s driving Americans to leave the country, get second citizenships, and give up citizenship in 2023.

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Reports 

How to Live a Low-Tax Life in High-Tax European Countries – 11 Special Regimes

February 6, 2023May 13, 2023 Christian Henrik Nesheim alexander varnavas, chetcuti cauchi, david lesperance, europe, imi research unit, report, tax, tax planning, tax residency

How to legally pay a single-digit tax rate while living in eight otherwise high-tax Western European countries.​

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Reasonable Doubt 

London’s HNWI Expats Breathe Sigh of Relief as Non-Dom System Gets Tenuous New Lease on Life

November 18, 2022November 18, 2022 David Lesperance club, david lesperance, non-dom, reasonable doubt, tax, tax planning, tax residency

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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Sponsored Feature 

To Become a Thriving Global Citizen, RCBI Alone is Not Enough

September 16, 2022September 16, 2022 Contributor citizenship by investment, huriya private, john hanafin, residence by investment, sponsored feature, tax planning, wealth planning, wealth protection

No one became a global success just because they held two passports.

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Opinion Reasonable Doubt 

The Crypto Investor’s Five-Step Roadmap to a Low-Tax, High Quality Life in a New Jurisdiction

August 7, 2022August 7, 2022 David Lesperance club, crypto, cryptocurrencies, david lesperance, opinion, reasonable doubt, tax, tax planning, tax residency

David Lesperance outlines the five carefully planned steps crypto investors must take to successfully upgrade to a better tax jurisdiction.

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Podcast 

“When Clients Ask About a Program And It’s Not Portugal, I Talk About Portugal”: John Hanafin on the Mobility Standard

January 22, 2022January 22, 2022 Christian Henrik Nesheim albania, huriya private, john hanafin, montenegro, north macedonia, podcast, portugal, tax, tax planning, wealth planning

John Hanafin also says North Macedonia and Albania “are about five years ahead of Montenegro” in terms of becoming EU members.

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Reasonable Doubt 

Pandora Papers: Lessons for Investment Migration Advisors and Clients

October 12, 2021October 12, 2021 David Lesperance club, david lesperance, pandora papers, reasonable doubt, tax, tax planning, tax residency

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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Opinion Reasonable Doubt 

7 Ways HNWIs Sabotage Their Own Backup Plans – Part II

September 13, 2019August 24, 2020 David Lesperance club, david lesperance, hnwi, opinion, tax planning, tax residency, wealth planning

Making the purchase of a CBI the first step in planning your financial future is like making a visit to Home Depot the first step in planning your dream home, writes David Lesperance.

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