Derren Joseph

Derren is a part of an international tax team that works with 6, 7 and 8 figure International Entrepreneurs, Expats and Investors to legally minimize their global tax burden and protect their wealth. Strategies include second citizenships, second residencies, trusts, foundations, insurance wrappers and other offshore structures.

Derren Joseph

Wealth Wonders from Down Under: Navigating Family Trusts in Australia & New Zealand

Interesting Jurisdictions / By

In the realm of asset protection and wealth management, High Net Worth Individuals (HNWI) have shown a growing interest in Private Benefit Family Trusts as a means to safeguard their financial legacies and enhance their wealth. In our last article,  we focused on Hong Kong and Singapore, two of the most vibrant financial centers in …

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The Hague Convention on Trusts and the Uniform Trust Code

U.S. Tax Planning / By

The Hague Convention on the Law Applicable to Trusts and on Their Recognition (hereinafter referred to as the “Hague Convention on Trusts” or the “Convention”) was proposed to the state parties by the Final Act of the Fifteenth Session of the Hague Conference on Private International Law on October 20, 1984 and was concluded on …

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Tax and Legal Aspects of establishing a Holding Company in Singapore

Online Selling / By

Singapore is well–known as a location that promotes ease in the establishment of new businesses. Singapore’s business-friendly and its pragmatic tax system plays an important role in attracting foreign investors, and there are a variety of tax benefits that businesses can also make use of.  The country is well positioned geographically for outbound investments, notably …

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SG Trust vs. HK Trust: A Comparison of Private Benefit Family Trusts

Tax Planning for Singapore / By

Imagine a world where your assets are protected, your taxes are minimized, and your family’s future is secure. This is the world of private benefit family trusts. A trust is a legal arrangement in which one-person (the settlor) transfers assets to another person (the trustee) to hold and manage for the benefit of one or …

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Tax in Uruguay

Online Selling / By

Summary Primary Tax Form for Residents: Declaración Jurada (DGI Form 1102) Tax Year: January 1st to December 31st. Tax Deadline: April 30th. Currency: Uruguayan peso (UYU) Population: Approximately 3.5 million Capital City: Montevideo Primary Language: Spanish Tax Treaty with the US: No Totalization Agreement: Yes Tax Residency Firstly, physical presence in the jurisdiction for at …

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Private Letter Ruling by Portugal Tax Authority on US Pension Income

Tax Planning for Portugal / By

DOCTRINAL SHEET Diploma: CDT United States of America Article: 4th, 20th and 21st Subject: Pension income Process: 6529/2020, Order of 10/28/2020, from the Director of Relations Services International Content: The applicant requests the issuance of binding information on the legal framework for pensions from the United States of America. The applicant is a resident of …

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REPORT ON THE FIGHTING FRAUD AND EVASION TAX AND CUSTOMS 2022

Tax Planning for Portugal / By

PREFACE The report on combating fraud and tax evasion is an instrument of the greatest relevance in the monitoring the policies and actions of the tax and customs administration, within a framework in which Fraud, evasion and tax avoidance behaviors constitute a threat to social justice in our modern societies. After around two years conditioned …

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Comprehensive Comparison of the Tax Systems in CBI Nations: Grenada, Dominica, St. Lucia, Antigua and Barbuda, St. Kitts and Nevis

Interesting Jurisdictions / By

The Caribbean region is renowned for its appealing tax structures, particularly beneficial for investors and entrepreneurs aiming to lower their tax obligations while relishing the allure of a tropical haven. Nonetheless, not all Caribbean nations adhere to identical tax regulations and rates. Many have recently made noteworthy adjustments to align with international norms and to …

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US Pre-Expatriation Tax Planning – the Ultimate Tax Guide to Leaving the United States

U.S. Tax Planning / By

Here’s how we can help you Option 1 – For $1000, we can review your last 5 years of tax returns to ensure that there are no outstanding issues that would jeopardise your expatriation Option 2 – For $3000, we can create a mathematical model to help you calculate your present exit tax exposure and …

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The Ultimate Guide to Tax and Investment Strategy for Americans in France 2023

U.S. Tax Planning / By

Aside from US and French tax returns, we also help with tax planning for those exposed to both jurisdictions.  Please check here, should you require assistance with tax planning – https://htj.tax/htj-action-plan/ As a U.S. citizen domiciled in France for tax purposes, you will have to report all of your worldwide incomes on various French tax returns, …

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