How to Expatriate from the United States – Part 3: Preparing for the Exit Tax
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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tax
Special Tax Regimes: How to Live in Greece and Pay a Single-Digit Tax Rate
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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The Link Between Taxation and Citizenship by Investment in Malta
Nicky Gouder explains the nuances of the terms resident and domiciled and how each has different implications for taxability in Malta.
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What’s Driving Americans to Expatriate or Get Second Citizenships in 2023? David Lesperance and Mel Warshaw on the Mobility Standard
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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How to Live a Low-Tax Life in High-Tax European Countries – 11 Special Regimes
How to legally pay a single-digit tax rate while living in eight otherwise high-tax Western European countries.
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Digital Nomads Relocating to Portugal: 3 Tax and Legal Pitfalls Foreign Employers Must Avoid
Remote workers in Portugal – and their foreign employers – must ensure they don’t run afoul of Portuguese labor and tax laws, write Mónica Santos Costa and Tiago de Magalhães.
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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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Portugal’s Plans to Tax Crypto Next Year Are Not Such Bad News, Won’t Affect Golden or D7 Visa Demand, Argue Local Attorneys
Portugal’s Parliament is likely to approve new crypto taxes in November. Looking beyond the headlines, however, that’s actually good news.
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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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Reported US Citizenship Renunciations Nearly Triple in Q2 as More Consulates Grant Interviews
Lesperance: “Half of my clients are concerned that the Democrats will keep the House [in November]. The other half are concerned they won’t.”
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Portugal Plans to Tax Crypto: How Soon Could it Happen and Will it Affect Golden Visa, D7 Demand
How soon could crypto-tax become a reality in Portugal? And could Portugal remain a relative crypto tax haven even with taxes?
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Think Portugal’s NHR is Attractive? Wait Until You See Greece’s New Tax Incentives for Foreign Investors
Foreign investors, retirees, and – in some cases – freelancers and employees can pay a single-digit rate of tax under Greece’s new regimes.
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“When Clients Ask About a Program And It’s Not Portugal, I Talk About Portugal”: John Hanafin on the Mobility Standard
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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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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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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Solimano: Investment Migration’s Role in Tackling Development Challenges
“As a general rule, it is not advisable to earmark the revenues generated by RCBI programs to reduce public sector debt,” writes Andrés Solimano.
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Is Every Turkish Real Estate Broker Also a Citizenship Agent Now?
“We’ve seem a sharp increase in CIP investors asking for our assistance after their applications were mishandled or incorrectly filed.”
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More Citizenship-Based Tax Would “Set Off a Bonanza” for Investment Migration
The heads of Harvey Law Group and CS Global outline what effects they expect the pandemic to have on the investment migration market in 2021 and beyond.
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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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