Posted by jonathan on March 27th, 2009
About Offshore Retirement Planning
Filed under: offshore
Retirement planning is a part of the financial planning, including the offshore pension savings plan. The purpose of retirement planning is for the expat to achieve the determined retirement objectives. This starts with an analysis of all the assets an expatriate already has and leads to a tailor-made retirement plan.
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Offshore and Mutual Funds
Filed under: offshore
Before starting this article about Offshore and Mutual Funds, let’s find out what are mutual funds and which are the benefits of these. So, what really are mutual funds and which is the difference between them and a tax-free?
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The World of Investments: Offshore Investments
Filed under: offshore
Investing in offshore funds, or keeping your assets offshore is not essential if you are an expatriate, but it is likely to be the most tax efficient way of managing your money. This is our guide to the most cost effective way of taking full advantage of offshore funds and investment opportunities for the expatriate and other international investors. about offshore funds
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Offshore Safe Deposit Boxes
Filed under: offshore
You might well, sooner or later, end up in possession of sensitive papers or other portable assets of great value that should be kept in a safe place – like an offshore safety deposit facility.
A safety deposit box is also recommended for estate-planning purposes. To pass the contents of a safe deposit box without any formalities all that is necessary is that another person have access and a key. This is accomplished by having the inheritor be a signer on the box. If you don’t want them to have access during your lifetime, you keep the key and arrange for it to be delivered to them in a sealed envelope with instructions, upon your death or disablement.
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Offshore Trust Formation is The Key!
Filed under: offshore
Offshore trusts can offer major benefits to many investors and other individuals with substantial capital assets. For example, a carefully established offshore trust can transfer a person’s investments to a vehicle which may permit the deferral or minimization of income taxes on investment income without contravening the tax laws of the person’s home country. There are other important benefits that may be derived from offshore trusts.
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