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Why Should I Set Up a Trust or Foundation?

12.09.2022
They say death and taxes are the only certainties in life. But under the right circumstances, a custom trust or foundation can negate one. It’s unsettling but planning for your own death won’t make it come any quicker. In my experience, most clients actually feel great relief after their trust or foundation is formed and […]

Dangers Of Tax Planning

23.08.2022
Not long ago, it was rather easy to use Special Purpose Vehicles (SPVs) and other arrangements to facilitate international transactions and obtain the desired tax outcome.  But times have changed.  The Economic Organization for Cooperation and Development (OECD) has achieved significant influence over the international tax system. They’ve convinced almost 100 countries to sign on […]

How To Receive Money From a Trust: Three Less-Traditional Strategies

21.07.2022
Funding a trust or foundation can be scary. A primary concern often being, “how do I get money out so I can live as I desire?” It’s an understandable question and a critically important matter to get right.  A trust or foundation must be properly structured to achieve the asset protection and tax benefits you […]

Who Will Control My (Private) Trust After I Die?

14.07.2022
A common concern for those looking to set up a trust or foundation is who will control it after their death. Poor planning can lead to trust or foundation assets being managed or distributed against the settler’s wishes. Thankfully, there’s a lot of flexibility in planning who will control your trust or foundation after your […]

Who can benefit from my trust?

7.07.2022
Many people rightfully wonder who may be a beneficiary of a trust? Fortunately, the answer is relatively straight forward. In most jurisdictions, virtually anyone can be a beneficiary (family, friends, charities, corporations). Pets and animals may even be beneficiaries in some jurisdictions. Additionally, most jurisdictions allow you to add and remove beneficiaries over time (assuming […]

The Days of Operating Substanceless “Shell Companies” is Over

8.02.2022
It amazes me how often people contact me with the same magnificent tax planning strategy. They want to setup a company in a no- or low-tax jurisdiction and route revenue to it while actually operating it from wherever they live.