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Offshore Tax with HTJ Tax

Offshore Tax with HTJ Tax
[ Offshore Tax ] Costs and Risks of Running PPLIs Disadvantages of Private Placement Life Insurance (PPLI) Complexity and Lack of Transparency Private Placement Life Insurance policies are inherently complex and lack transparency. They involve multiple layers, including insurance contracts, investment accounts, and partnerships. This complexity makes it challenging for policyholders to fully understand and monitor their investments. Additionally, PPLI policies often involve numerous fees, such as premium loading, administrative costs, and investment management fees. These factors make it challenging for policyholders to assess the true cost and value of their policies. Limited Investment Options PPLI offers potential for investment growth, but it has limited investment options compared to traditional investment vehicles. The investment choices in a PPLI policy are typically predetermined by the insurance company or its selected asset managers. This limitation can hinder an individual’s ability to pursue specific investment strategies or adapt to changing market conditions. Liquidity Constraints PPLI policies are long-term commitments, often with substantial surrender charges or penalties for early termination. This lack of liquidity can be problematic for individuals who may need access to their funds for unforeseen circumstances or investment opportunities. Furthermore, the illiquid nature of PPLI policies limits the ability to adjust investment allocations or reallocate assets efficiently. Costs and Tax Implications PPLI typically comes with high costs and fees, which can significantly erode the returns on investments within the PPLI policy. Additionally, there are complex tax implications associated with PPLI. While PPLI policies offer tax advantages, such as tax-free growth and tax-free death benefits, the tax rules surrounding these policies can be intricate and subject to change. It is important for policyholders to consult with tax professionals and understand the tax implications of their PPLI policies. Final Thoughts Private Placement Life Insurance (PPLI) can be a complex financial tool that may offer benefits to wealthy individuals and high-net-worth investors. However, it’s important to be aware of the disadvantages and risks associated with PPLI. PPLI’s inherent complexity, lack of transparency, limited investment options, liquidity constraints, and high costs require careful consideration. Individuals interested in PPLI should seek professional advice, conduct thorough due diligence, and carefully weigh the potential drawbacks against their specific financial goals and circumstances. TIMESTAMPS: 0:00 INTRO 1:30 Costs and Risks of Running PPLIs 2:00 Three components of policies 4:00 Ordinary income tax on borrowing money 5:00 Cost structures of running PPLIs 7:28 OUTRO ------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1 -------------------------------------------------- WATCH OTHER VIDEOS: https://youtu.be/aec2se0x_cs https://youtu.be/yKIQ78azSA8 https://youtu.be/pBvgddn4VQ4 -------------------------------------------------- Here are 4 ways we can help you: SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/ STREAM premium educational videos: https://htj.tax/youtube/ CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/ High Net Worth? We can QUOTE for doing your "US-International" tax returns. FOR MORE DETAILS, CONNECT WITH US: ✉ Contact us at help@advancedamericantax.com -------------------------------------------------- FOLLOW US ON:. 🌍 Check our website: https://htj.tax/ 🎙️ Listen to our podcast: https://podcast.htj.tax/ 📸 Add us on Instagram: https://www.instagram.com/htj.tax/ 🐦 Add us on Twitter: https://twitter.com/derren43/ 📕 Add us on Facebook: https://www.facebook.com/htj.tax 💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332 #LiveThatInternationalLife #OffshoreTax #PPLIDisadvantages #FinancialRisk #InsuranceComplexity #TransparencyIssues #InvestmentChallenges #FinancialPlanning #WealthManagement #InvestmentOptions #LiquidityConstraints #CostsAndFees #TaxImplications #HighNetWorth #FinancialTools #TaxPlanning #ErodedReturns #RiskManagement #FinancialEducation #WealthStrategies #DueDiligence

[ Offshore Tax ] Costs and Risks of Running PPLIs

Disadvantages of Private Placement Life Insurance (PPLI)
Complexity and Lack of Transparency
Private Placement Life Insurance policies are inherently complex and lack transparency. They involve multiple layers, including insurance contracts, investment accounts, and partnerships. This complexity makes it challenging for policyholders to fully understand and monitor their investments. Additionally, PPLI policies often involve numerous fees, such as premium loading, administrative costs, and investment management fees. These factors make it challenging for policyholders to assess the true cost and value of their policies.
Limited Investment Options
PPLI offers potential for investment growth, but it has limited investment options compared to traditional investment vehicles. The investment choices in a PPLI policy are typically predetermined by the insurance company or its selected asset managers. This limitation can hinder an individual’s ability to pursue specific investment strategies or adapt to changing market conditions.
Liquidity Constraints

PPLI policies are long-term commitments, often with substantial surrender charges or penalties for early termination. This lack of liquidity can be problematic for individuals who may need access to their funds for unforeseen circumstances or investment opportunities. Furthermore, the illiquid nature of PPLI policies limits the ability to adjust investment allocations or reallocate assets efficiently.
Costs and Tax Implications

PPLI typically comes with high costs and fees, which can significantly erode the returns on investments within the PPLI policy. Additionally, there are complex tax implications associated with PPLI. While PPLI policies offer tax advantages, such as tax-free growth and tax-free death benefits, the tax rules surrounding these policies can be intricate and subject to change. It is important for policyholders to consult with tax professionals and understand the tax implications of their PPLI policies.
Final Thoughts
Private Placement Life Insurance (PPLI) can be a complex financial tool that may offer benefits to wealthy individuals and high-net-worth investors. However, it’s important to be aware of the disadvantages and risks associated with PPLI. PPLI’s inherent complexity, lack of transparency, limited investment options, liquidity constraints, and high costs require careful consideration. Individuals interested in PPLI should seek professional advice, conduct thorough due diligence, and carefully weigh the potential drawbacks against their specific financial goals and circumstances.

TIMESTAMPS:
0:00 INTRO
1:30 Costs and Risks of Running PPLIs
2:00 Three components of policies
4:00 Ordinary income tax on borrowing money
5:00 Cost structures of running PPLIs
7:28 OUTRO

------------------------------------
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--------------------------------------------------
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https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
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✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
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#LiveThatInternationalLife #OffshoreTax #PPLIDisadvantages #FinancialRisk #InsuranceComplexity #TransparencyIssues #InvestmentChallenges #FinancialPlanning #WealthManagement #InvestmentOptions #LiquidityConstraints #CostsAndFees #TaxImplications #HighNetWorth #FinancialTools #TaxPlanning #ErodedReturns #RiskManagement #FinancialEducation #WealthStrategies #DueDiligence

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YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LkxCcXJPUDN1ZnNv

[ Offshore Tax ] Costs and Risks of Running PPLIs

18 hours ago

In February 2023, Portugal announced plans to discontinue the Golden Visa program. This program was unique due to its minimal residency requirement of just an average of 7 days per year in Portugal. However, there are alternative paths to residency in Portugal that closely resemble the Golden Visa. Don’t miss this chance to explore these alternative residence permits. Register now for our FREE webinar event! Join our distinguished speakers for an enlightening and interactive live-stream event. We look forward to your participation. Speakers: Timur Sitdikov (Driving Entrepreneurship and Global Mobility ) He is a founder and a managing director at Moveanywhere and World Talents. With over 10 years of experience in investment migration service, He have supported 100+ HNWIs from various regions looking to move and invest in foreign jurisdictions. He strongly believe that by transferring knowledge and talent across the globe and centers of innovation and by providing researchers and startup founders with necessary resources, he and his team create economic opportunities and benefit the society. World Talents is an internationally operated organization with its main office located in Lisbon, Portugal. Ever since its foundation in 2018, it has been offering entrepreneurs, executives and investors with hybrid investment migration solutions. The programs offer flexible residency which is a core focus and need for many global businesspeople. He work closely with universities, R&D institutions, VC's and designated organizations to facilitate immigration of talented people and startups to Portugal, Canada, the US, the UK, Spain and other popular destinations. Having an extensive background in international investment migration and tax law, He carefully guide clients through the world's innovative landscape and help local businesses thrive globally. He have consulted various investment organizations and helped more than 100 clients, their families and businesses move to places that are more suitable for achieving their goals. Derren Joseph (Partner, Hayden T. Joseph & Co. ) He 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.

#HTJpodcast #internationaltax #taxplanning #taxes #internationalbusiness #offshore #expats #investors #offshorecitizen #nomadcapitalist #flagtheory #InternationalEntrepreneur #irs #offshorebanking #ibc #offshorecompany

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YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LjNqeVRjSWZONGs0

(LIVESTREAM)Portugal - An alternative to the Golden Visa.

December 1st

[ Offshore Tax ] What Are PPLIs Not Good For? The PPLI may not be suitable for those who wish to maintain ownership and control over their assets. The determination of whether a taxpayer has retained significant incidents of ownership over assets is made on a case-by-case basis, considering all relevant facts and circumstances. The primary incident of ownership is the ability to select investment assets by directing the purchase, sale, and exchange of specific securities. Other incidents of ownership include the ability to vote securities, exercise other rights related to those investments, withdraw money from the account, and derive “effective benefit” from the underlying assets. The court found that Webber exercised all these powers over the assets in the accounts. The court specifically determined the following: 1. Power to direct investments: Webber had the power to direct investments, with the investment manager acting merely as a rubber stamp for his “recommendations”. 2. Power to vote shares and exercise other options: He also had the power to vote shares and exercise other options, with numerous examples provided of him exercising these powers. 3. Power to extract cash: Webber was able to extract cash from the accounts in various ways, such as selling shares of startup companies to the accounts, directing the investment manager to lend money to his corporation, and directing the investment manager to purchase promissory notes from him. 4. Power to derive other benefits: In addition, Webber used the accounts to finance personal investments, including a winery, a resort in Big Sur, California, and a Canadian hunting lodge. The account investments mirrored or complemented the investments in his personal portfolio and the portfolios of the private-equity funds he managed. Citing the investor control doctrine and other principles, the IRS concluded that Webber retained sufficient control and incidents of ownership over the assets in the separate accounts so as to be treated as their owner for federal income tax purposes. The court sustained the assessed tax deficiencies but held that Webber was not liable for related penalties, since he relied on professional advice. This case serves as a reminder of the importance of understanding the implications of retaining significant incidents of ownership over assets when considering investment options such as the PPLI. It highlights the need for careful planning and professional advice to ensure compliance with tax laws and regulations. TIMESTAMPS: 0:00 INTRO 1:00 What Are PPLIs Not Good For? 2:30 PPLI in civil law jurisdictions 4:15 Special type of policy 5:11 OUTRO ------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1 -------------------------------------------------- WATCH OTHER VIDEOS: https://youtu.be/aec2se0x_cs https://youtu.be/yKIQ78azSA8 https://youtu.be/pBvgddn4VQ4 -------------------------------------------------- Here are 4 ways we can help you: SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/ STREAM premium educational videos: https://htj.tax/youtube/ CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/ High Net Worth? We can QUOTE for doing your "US-International" tax returns. FOR MORE DETAILS, CONNECT WITH US: ✉ Contact us at help@advancedamericantax.com -------------------------------------------------- FOLLOW US ON:. 🌍 Check our website: https://htj.tax/ 🎙️ Listen to our podcast: https://podcast.htj.tax/ 📸 Add us on Instagram: https://www.instagram.com/htj.tax/ 🐦 Add us on Twitter: https://twitter.com/derren43/ 📕 Add us on Facebook: https://www.facebook.com/htj.tax 💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332 #LiveThatInternationalLife #OffshoreTax #TaxCompliance #PPLIlimitations #AssetOwnership #TaxPlanning #InvestorControlDoctrine #TaxImplications #FinancialPlanning #TaxLaw #WealthManagement #EstatePlanning #TaxAvoidance #IRSregulations #FinancialAdvisory #AssetProtection #TaxStrategy #WealthPreservation #InvestmentOptions #TaxLiabilities #ProfessionalAdvice

[ Offshore Tax ] What Are PPLIs Not Good For?

The PPLI may not be suitable for those who wish to maintain ownership and control over their assets. The determination of whether a taxpayer has retained significant incidents of ownership over assets is made on a case-by-case basis, considering all relevant facts and circumstances. The primary incident of ownership is the ability to select investment assets by directing the purchase, sale, and exchange of specific securities. Other incidents of ownership include the ability to vote securities, exercise other rights related to those investments, withdraw money from the account, and derive “effective benefit” from the underlying assets. The court found that Webber exercised all these powers over the assets in the accounts. The court specifically determined the following:
1. Power to direct investments: Webber had the power to direct investments, with the investment manager acting merely as a rubber stamp for his “recommendations”.
2. Power to vote shares and exercise other options: He also had the power to vote shares and exercise other options, with numerous examples provided of him exercising these powers.
3. Power to extract cash: Webber was able to extract cash from the accounts in various ways, such as selling shares of startup companies to the accounts, directing the investment manager to lend money to his corporation, and directing the investment manager to purchase promissory notes from him.
4. Power to derive other benefits: In addition, Webber used the accounts to finance personal investments, including a winery, a resort in Big Sur, California, and a Canadian hunting lodge. The account investments mirrored or complemented the investments in his personal portfolio and the portfolios of the private-equity funds he managed.
Citing the investor control doctrine and other principles, the IRS concluded that Webber retained sufficient control and incidents of ownership over the assets in the separate accounts so as to be treated as their owner for federal income tax purposes. The court sustained the assessed tax deficiencies but held that Webber was not liable for related penalties, since he relied on professional advice.
This case serves as a reminder of the importance of understanding the implications of retaining significant incidents of ownership over assets when considering investment options such as the PPLI. It highlights the need for careful planning and professional advice to ensure compliance with tax laws and regulations.

TIMESTAMPS:
0:00 INTRO
1:00 What Are PPLIs Not Good For?
2:30 PPLI in civil law jurisdictions
4:15 Special type of policy
5:11 OUTRO

------------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
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SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
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🌍 Check our website: https://htj.tax/
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#LiveThatInternationalLife #OffshoreTax #TaxCompliance #PPLIlimitations #AssetOwnership #TaxPlanning #InvestorControlDoctrine #TaxImplications #FinancialPlanning #TaxLaw #WealthManagement #EstatePlanning #TaxAvoidance #IRSregulations #FinancialAdvisory #AssetProtection #TaxStrategy #WealthPreservation #InvestmentOptions #TaxLiabilities #ProfessionalAdvice

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YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13Li11THlEUEdVVFlV

[ Offshore Tax ] What Are PPLIs Not Good For?

November 30th

[ Offshore Tax ] Let’s Talk About the Variety of Purposes of PPLI Policies PPLI policies can be used for a variety of purposes: 1. Estate planning: PPLI policies can be used to transfer wealth to heirs in a tax-efficient manner. 2. Wealth management: PPLI policies can be used to manage wealth and grow assets over time. 3. Retirement planning: PPLI policies can be used to supplement retirement income. 4. Charitable giving: PPLI policies can be used to make charitable contributions in a tax-efficient manner. TIMESTAMPS: 0:00 INTRO 1:10 Variety of Purposes of PPLI Policies 2:05 What is a credit investment 3:10 Pre-immigration planning purposes 4:00 Holding asset as a non-US 4:38 OUTRO ------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1 -------------------------------------------------- WATCH OTHER VIDEOS: https://youtu.be/aec2se0x_cs https://youtu.be/yKIQ78azSA8 https://youtu.be/pBvgddn4VQ4 -------------------------------------------------- Here are 4 ways we can help you: SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/ STREAM premium educational videos: https://htj.tax/youtube/ CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/ High Net Worth? We can QUOTE for doing your "US-International" tax returns. FOR MORE DETAILS, CONNECT WITH US: ✉ Contact us at help@advancedamericantax.com -------------------------------------------------- FOLLOW US ON:. 🌍 Check our website: https://htj.tax/ 🎙️ Listen to our podcast: https://podcast.htj.tax/ 📸 Add us on Instagram: https://www.instagram.com/htj.tax/ 🐦 Add us on Twitter: https://twitter.com/derren43/ 📕 Add us on Facebook: https://www.facebook.com/htj.tax 💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332 #LiveThatInternationalLife #OffshoreTax #PPLI #EstatePlanning #WealthManagement #RetirementPlanning #CharitableGiving #TaxEfficientWealthTransfer #FinancialPlanning #InsuranceStrategies #HighNetWorth #InvestmentDiversity #EstateTransfer #TaxEfficientInvesting

[ Offshore Tax ] Let’s Talk About the Variety of Purposes of PPLI Policies

PPLI policies can be used for a variety of purposes:
1. Estate planning: PPLI policies can be used to transfer wealth to heirs in a tax-efficient manner.
2. Wealth management: PPLI policies can be used to manage wealth and grow assets over time.
3. Retirement planning: PPLI policies can be used to supplement retirement income.
4. Charitable giving: PPLI policies can be used to make charitable contributions in a tax-efficient manner.

TIMESTAMPS:
0:00 INTRO
1:10 Variety of Purposes of PPLI Policies
2:05 What is a credit investment
3:10 Pre-immigration planning purposes
4:00 Holding asset as a non-US
4:38 OUTRO

------------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
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SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
STREAM premium educational videos: https://htj.tax/youtube/
CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/
High Net Worth? We can QUOTE for doing your "US-International" tax returns.

FOR MORE DETAILS, CONNECT WITH US:
✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
FOLLOW US ON:.
🌍 Check our website: https://htj.tax/
🎙️ Listen to our podcast: https://podcast.htj.tax/
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🐦 Add us on Twitter: https://twitter.com/derren43/
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💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332

#LiveThatInternationalLife #OffshoreTax #PPLI #EstatePlanning #WealthManagement #RetirementPlanning #CharitableGiving #TaxEfficientWealthTransfer #FinancialPlanning #InsuranceStrategies #HighNetWorth #InvestmentDiversity #EstateTransfer #TaxEfficientInvesting

0 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LmZQY3F3R2Z4ZmRv

[ Offshore Tax ] Let’s Talk About the Variety of Purposes of PPLI Policies

November 29th

[ Offshore Tax ] What is a PPLI? Explained in Simple Terms PPLI is a form of “permanent” variable universal life (VUL) insurance that provides both death benefit protection and a cash value component that accumulates investment growth within the policy. Premiums paid in excess of the cost for the death benefit coverage are credited to, and grow as part of, the policy’s cash value. VUL policies enhance this investment feature by allowing policy owners to direct the allocation of the policy’s cash value among various investment options managed by third-party advisers. The key factor that distinguishes PPLI policies from conventional VUL policies (those available to the general public) is the range of investment options. While insurance carriers provide limited investment choices for conventional VUL policies, with PPLI insurance, the policy owner can select from a wider array of investment options. These include actively managed accounts, hedge funds (including “funds of funds”), and alternative assets (for example, credit products, private equity, real estate funds, commodities, currencies, and non-correlated investments). In addition, U.S. life insurance companies often limit the maximum amounts of coverage for their conventional life insurance policies, which may not offer sufficient death benefit protection for a high-net-worth family. PPLI policies can be designed to achieve the desired amount of death benefit coverage and provide these investment opportunities. TIMESTAMPS: 0:00 INTRO 1:01 What is PPLI 3:30 Private placement variable life 5:40 Asset allocation model 7:58 Diversification of market value 11:22 Rule of Investment control 14:13 Private placement life policy 16:15 OUTRO ------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1 -------------------------------------------------- WATCH OTHER VIDEOS: https://youtu.be/aec2se0x_cs https://youtu.be/yKIQ78azSA8 https://youtu.be/pBvgddn4VQ4 -------------------------------------------------- Here are 4 ways we can help you: SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/ STREAM premium educational videos: https://htj.tax/youtube/ CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/ High Net Worth? We can QUOTE for doing your "US-International" tax returns. FOR MORE DETAILS, CONNECT WITH US: ✉ Contact us at help@advancedamericantax.com -------------------------------------------------- FOLLOW US ON:. 🌍 Check our website: https://htj.tax/ 🎙️ Listen to our podcast: https://podcast.htj.tax/ 📸 Add us on Instagram: https://www.instagram.com/htj.tax/ 🐦 Add us on Twitter: https://twitter.com/derren43/ 📕 Add us on Facebook: https://www.facebook.com/htj.tax 💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332 #LiveThatInternationalLife #OffshoreTax #PPLIExplained #WealthManagement #InsuranceInvestment #PermanentLifeInsurance #VariableUniversalLife #CashValueGrowth #InvestmentOptions #PolicyOwners #FinancialPlanning #VULPolicies #HighNetWorth #AlternativeInvestments #HedgeFunds #PrivateEquity #RealEstateFunds #CommoditiesInvestment #FinancialStrategies #WealthProtection #EstatePlanning #TaxEfficientInvesting #AssetAllocation #FinancialEducation #InsuranceOptions #LifeInsuranceBenefits #InvestmentDiversification #FinancialFreedom #InsuranceInsights

[ Offshore Tax ] What is a PPLI? Explained in Simple Terms

PPLI is a form of “permanent” variable universal life (VUL) insurance that provides both death benefit protection and a cash value component that accumulates investment growth within the policy. Premiums paid in excess of the cost for the death benefit coverage are credited to, and grow as part of, the policy’s cash value. VUL policies enhance this investment feature by allowing policy owners to direct the allocation of the policy’s cash value among various investment options managed by third-party advisers.

The key factor that distinguishes PPLI policies from conventional VUL policies (those available to the general public) is the range of investment options. While insurance carriers provide limited investment choices for conventional VUL policies, with PPLI insurance, the policy owner can select from a wider array of investment options. These include actively managed accounts, hedge funds (including “funds of funds”), and alternative assets (for example, credit products, private equity, real estate funds, commodities, currencies, and non-correlated investments).

In addition, U.S. life insurance companies often limit the maximum amounts of coverage for their conventional life insurance policies, which may not offer sufficient death benefit protection for a high-net-worth family. PPLI policies can be designed to achieve the desired amount of death benefit coverage and provide these investment opportunities.

TIMESTAMPS:
0:00 INTRO
1:01 What is PPLI
3:30 Private placement variable life
5:40 Asset allocation model
7:58 Diversification of market value
11:22 Rule of Investment control
14:13 Private placement life policy
16:15 OUTRO


------------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
Here are 4 ways we can help you:
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1 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LkVsbHRWSVk4aDBF

[ Offshore Tax ] What is a PPLI? Explained in Simple Terms

November 28th

[ Offshore Tax ] Madeira - Investment Trends In Portugal, there are different types of companies, each with its own unique characteristics. The differences mainly relate to the number of shareholders and their respective level of responsibility, how the capital is represented, and the management and supervision. Here are the main types of companies in Portugal: Private Limited Companies (Lda.) Single Partner Limited Companies (Unipessoal Lda.) Public Limited Companies (S.A.) Branch Holding Companies (SGPS) Limited Partnership General Partnership Each type of company has its own specific features and is suitable for different business needs. When in doubt, consult a professional. TIMESTAMPS: 0:00 INTRO 1:30 Investment Trends in Madeira 2:30 Technology companies in demand in Madeira 3:06 OUTRO ------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1 -------------------------------------------------- WATCH OTHER VIDEOS: https://youtu.be/aec2se0x_cs https://youtu.be/yKIQ78azSA8 https://youtu.be/pBvgddn4VQ4 -------------------------------------------------- Here are 4 ways we can help you: SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/ STREAM premium educational videos: https://htj.tax/youtube/ CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/ High Net Worth? We can QUOTE for doing your "US-International" tax returns. FOR MORE DETAILS, CONNECT WITH US: ✉ Contact us at help@advancedamericantax.com -------------------------------------------------- FOLLOW US ON:. 🌍 Check our website: https://htj.tax/ 🎙️ Listen to our podcast: https://podcast.htj.tax/ 📸 Add us on Instagram: https://www.instagram.com/htj.tax/ 🐦 Add us on Twitter: https://twitter.com/derren43/ 📕 Add us on Facebook: https://www.facebook.com/htj.tax 💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332 #LiveThatInternationalLife #OffshoreTax #MadeiraInvestment #InvestmentTrends #PortugalBusiness #CompanyTypes #PrivateLimitedCompanies #PublicLimitedCompanies #HoldingCompanies #LimitedPartnership #GeneralPartnership #BusinessStructure #InvestmentOptions #CorporateManagement #BusinessAdvice #ProfessionalConsultation #TaxStrategies #InternationalInvestment #CorporateLaw #BusinessFormation #InvestmentOpportunities #LegalAdvice #BusinessManagement #TaxPlanning #FinancialConsulting #CompanyCharacteristics #CorporateStructure

[ Offshore Tax ] Madeira - Investment Trends

In Portugal, there are different types of companies, each with its own unique characteristics. The differences mainly relate to the number of shareholders and their respective level of responsibility, how the capital is represented, and the management and supervision.
Here are the main types of companies in Portugal:
Private Limited Companies (Lda.)
Single Partner Limited Companies (Unipessoal Lda.)
Public Limited Companies (S.A.)
Branch
Holding Companies (SGPS)
Limited Partnership
General Partnership
Each type of company has its own specific features and is suitable for different business needs. When in doubt, consult a professional.

TIMESTAMPS:
0:00 INTRO
1:30 Investment Trends in Madeira
2:30 Technology companies in demand in Madeira
3:06 OUTRO

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#LiveThatInternationalLife #OffshoreTax #MadeiraInvestment #InvestmentTrends #PortugalBusiness #CompanyTypes #PrivateLimitedCompanies #PublicLimitedCompanies #HoldingCompanies #LimitedPartnership #GeneralPartnership #BusinessStructure #InvestmentOptions #CorporateManagement #BusinessAdvice #ProfessionalConsultation #TaxStrategies #InternationalInvestment #CorporateLaw #BusinessFormation #InvestmentOpportunities #LegalAdvice #BusinessManagement #TaxPlanning #FinancialConsulting #CompanyCharacteristics #CorporateStructure

1 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13Li1jUG5Sc0ZzeHVZ

[ Offshore Tax ] Madeira - Investment Trends

November 27th

[ Offshore Tax ] Implications of TCJA Expiration on PPLI Policies The federal estate tax threshold increased to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is set to expire in 2025. Unless Congress takes action, the exemption amount will revert to approximately $6.8 million, adjusted for inflation, in 2026. Similarly, the current 40% maximum gift and estate tax rate will rise to 45%. For high-net worth individuals, these changes could significantly impact wealth transfer strategies. TIMESTAMPS: 0:00 INTRO 1:00 Implications of TCJA Expiration on PPLI 2:12 Insolating layers to make profits 3:30 Private placement policy 4:25 OUTRO ------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1 -------------------------------------------------- WATCH OTHER VIDEOS: https://youtu.be/aec2se0x_cs https://youtu.be/yKIQ78azSA8 https://youtu.be/pBvgddn4VQ4 -------------------------------------------------- Here are 4 ways we can help you: SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/ STREAM premium educational videos: https://htj.tax/youtube/ CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/ High Net Worth? We can QUOTE for doing your "US-International" tax returns. FOR MORE DETAILS, CONNECT WITH US: ✉ Contact us at help@advancedamericantax.com -------------------------------------------------- FOLLOW US ON:. 🌍 Check our website: https://htj.tax/ 🎙️ Listen to our podcast: https://podcast.htj.tax/ 📸 Add us on Instagram: https://www.instagram.com/htj.tax/ 🐦 Add us on Twitter: https://twitter.com/derren43/ 📕 Add us on Facebook: https://www.facebook.com/htj.tax 💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332 #LiveThatInternationalLife #OffshoreTax #TCJAExpiration #PPLIPolicies #EstateTaxThreshold #WealthTransfer #TaxCutsAndJobsAct #HighNetWorth #TaxPlanning #EstateTax #InheritanceTax #WealthManagement #FinancialPlanning #TaxImpact #CongressAction #TaxExemption #WealthStrategies #EstateTaxRate #FinancialImplications #TCJAProvisions #TaxPolicy #InflationAdjustment #WealthyClients #TaxChanges #WealthPreservation #LegacyPlanning #FinancialDecisions #TaxLaw #EstatePlanning #TaxReform #WealthyIndividuals

[ Offshore Tax ] Implications of TCJA Expiration on PPLI Policies

The federal estate tax threshold increased to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is set to expire in 2025. Unless Congress takes action, the exemption amount will revert to approximately $6.8 million, adjusted for inflation, in 2026. Similarly, the current 40% maximum gift and estate tax rate will rise to 45%.
For high-net worth individuals, these changes could significantly impact wealth transfer strategies.

TIMESTAMPS:
0:00 INTRO
1:00 Implications of TCJA Expiration on PPLI
2:12 Insolating layers to make profits
3:30 Private placement policy
4:25 OUTRO


------------------------------------
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#LiveThatInternationalLife #OffshoreTax #TCJAExpiration #PPLIPolicies #EstateTaxThreshold #WealthTransfer #TaxCutsAndJobsAct #HighNetWorth #TaxPlanning #EstateTax #InheritanceTax #WealthManagement #FinancialPlanning #TaxImpact #CongressAction #TaxExemption #WealthStrategies #EstateTaxRate #FinancialImplications #TCJAProvisions #TaxPolicy #InflationAdjustment #WealthyClients #TaxChanges #WealthPreservation #LegacyPlanning #FinancialDecisions #TaxLaw #EstatePlanning #TaxReform #WealthyIndividuals

0 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LmRGMEdlNjRDWDY4

[ Offshore Tax ] Implications of TCJA Expiration on PPLI Policies

November 26th

[ Offshore Tax ] Let's Talk About the Fourth Regime in Madeira The Fourth Regime of Madeira, a strategic initiative in Portugal, offers a unique blend of tax incentives and benefits designed to attract and retain businesses; such as: Corporate tax rates are reduced (5%) until 2027. There are no withholding taxes on dividend (and reserves) payments to non-resident shareholders, provided they are not residents in Portugal or in blacklisted jurisdictions. Additionally, there is no corporate income tax on dividends and reserves received from subsidiaries (applicable criteria), as these profits are removed from the taxable income. There is no taxation of capital gains upon the sale of subsidiaries (applicable criteria). Similarly, there is no taxation on capital gains originated upon disposal by non-resident shareholders of participation held in a Madeira IBC Company. There are no withholding taxes upon payment of royalties and services to non-resident entities, as well as upon interest payment (under certain conditions). The EU Directive on Interest and Royalties may also apply. A possible tax credit mechanism (in order to avoid international double taxation) is available, and the possibility to use the tax credit for 5 years exists. There is no capital duty, as well as no Registration or Notarial fees. Taxation on Stamp Tax, Real Estate Transfer Tax (IMT), Annual Municipal Tax on Real Estate (IMI), Municipal Surtax (“derrama municipal”), and Regional Surtax (“derrama regional”) shall be exempt up to 80% of said taxes. Taxation on Stamp Tax, Real Estate Transfer Tax (IMT), Annual Municipal Tax on Real Estate (IMI), Municipal Surtax (“derrama municipal”), and Regional Surtax (“derrama regional”) shall be exempt up to 80% of said taxes. TIMESTAMPS: 0:00 INTRO 1:40 Fourth regime in Madeira Portugal 3:45 Corporate income taxation in Madeira 5:40 Industrial businesses taxation in Madeira 7:30 International employees in Madeira's salaries 9:02 Dividends taxation in Madeira 10:10 employees taxation in Madeira 12:14 OUTRO ------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1 -------------------------------------------------- WATCH OTHER VIDEOS: https://youtu.be/aec2se0x_cs https://youtu.be/yKIQ78azSA8 https://youtu.be/pBvgddn4VQ4 -------------------------------------------------- Here are 4 ways we can help you: SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/ STREAM premium educational videos: https://htj.tax/youtube/ CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/ High Net Worth? We can QUOTE for doing your "US-International" tax returns. FOR MORE DETAILS, CONNECT WITH US: ✉ Contact us at help@advancedamericantax.com -------------------------------------------------- FOLLOW US ON:. 🌍 Check our website: https://htj.tax/ 🎙️ Listen to our podcast: https://podcast.htj.tax/ 📸 Add us on Instagram: https://www.instagram.com/htj.tax/ 🐦 Add us on Twitter: https://twitter.com/derren43/ 📕 Add us on Facebook: https://www.facebook.com/htj.tax 💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332 #LiveThatInternationalLife #OffshoreTax #Madeira #TaxIncentives #CorporateTax #BusinessBenefits #InternationalBusiness #TaxRegulations #DividendPayments #CapitalGainsTax #Royalties #InterestPayments #TaxCredit #DoubleTaxation #NoWithholdingTax #EURegulations #TaxCreditMechanism #CapitalDuty #TaxExemption #BusinessRetention #FourthRegime #InvestmentOpportunities #MadeiraIBC #TaxFree #StrategicInitiative #GlobalBusiness #InternationalInvestment #TaxAdvantages #PortugalBusiness #LegalFramework #FinancialIncentives

[ Offshore Tax ] Let's Talk About the Fourth Regime in Madeira

The Fourth Regime of Madeira, a strategic initiative in Portugal, offers a unique blend of tax incentives and benefits designed to attract and retain businesses; such as:
Corporate tax rates are reduced (5%) until 2027.
There are no withholding taxes on dividend (and reserves) payments to non-resident shareholders, provided they are not residents in Portugal or in blacklisted jurisdictions. Additionally, there is no corporate income tax on dividends and reserves received from subsidiaries (applicable criteria), as these profits are removed from the taxable income.
There is no taxation of capital gains upon the sale of subsidiaries (applicable criteria). Similarly, there is no taxation on capital gains originated upon disposal by non-resident shareholders of participation held in a Madeira IBC Company.
There are no withholding taxes upon payment of royalties and services to non-resident entities, as well as upon interest payment (under certain conditions). The EU Directive on Interest and Royalties may also apply.
A possible tax credit mechanism (in order to avoid international double taxation) is available, and the possibility to use the tax credit for 5 years exists.
There is no capital duty, as well as no Registration or Notarial fees.
Taxation on Stamp Tax, Real Estate Transfer Tax (IMT), Annual Municipal Tax on Real Estate (IMI), Municipal Surtax (“derrama municipal”), and Regional Surtax (“derrama regional”) shall be exempt up to 80% of said taxes. Taxation on Stamp Tax, Real Estate Transfer Tax (IMT), Annual Municipal Tax on Real Estate (IMI), Municipal Surtax (“derrama municipal”), and Regional Surtax (“derrama regional”) shall be exempt up to 80% of said taxes.

TIMESTAMPS:
0:00 INTRO
1:40 Fourth regime in Madeira Portugal
3:45 Corporate income taxation in Madeira
5:40 Industrial businesses taxation in Madeira
7:30 International employees in Madeira's salaries
9:02 Dividends taxation in Madeira
10:10 employees taxation in Madeira
12:14 OUTRO


------------------------------------
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#LiveThatInternationalLife #OffshoreTax #Madeira #TaxIncentives #CorporateTax #BusinessBenefits #InternationalBusiness #TaxRegulations #DividendPayments #CapitalGainsTax #Royalties #InterestPayments #TaxCredit #DoubleTaxation #NoWithholdingTax #EURegulations #TaxCreditMechanism #CapitalDuty #TaxExemption #BusinessRetention #FourthRegime #InvestmentOpportunities #MadeiraIBC #TaxFree #StrategicInitiative #GlobalBusiness #InternationalInvestment #TaxAdvantages #PortugalBusiness #LegalFramework #FinancialIncentives

1 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13LkFjSE52X1JrekxR

[ Offshore Tax ] Let's Talk About the Fourth Regime in Madeira

November 25th

[ Offshore Tax ] Some Thoughts on the Future of Portugal's NHR The proposed 2024 State Budget, revealed in Parliament on October 10th, terminates Portugal's Non-Habitual Resident (NHR) regime, confirming the Prime Minister's earlier announcement. Implemented in 2009, the NHR regime lets eligible individuals achieve tax residency in Portugal, reducing or avoiding income tax on specific categories for 10 years. It concludes on January 1, 2024, but persists for: Individuals already registered as NHR when the State Budget Law takes effect. Those meeting access conditions until December 31, 2023, and holders of a valid residence visa, if the registration process is submitted by March 31, 2024. Tax conditions for current NHR beneficiaries remain unchanged throughout the 10-year program. Simultaneously, a new tax incentive for Scientific Research and Innovation is proposed. This applies to tax residents who haven't lived in Portugal for five years and engage in academic research, specialized positions related to productive investments, or roles in research and development. To avail these benefits, registration with specific entities is required. Details on reporting to the Tax Authority will be announced this year. The new regime includes: A 20% special personal income tax rate on earnings from specified fields for 10 continuous years. Tax exemption on foreign-sourced income, calculated progressively. This regime is accessible once. Those benefiting from NHR or under the 'Former Residents' regime are ineligible. Minor changes to the 2019 "Programa Regressar" aid emigrants returning to Portugal, offering financial support and tax benefits for those who: Resided abroad for 12+ months. Started professional activity in Portugal between January 1, 2019, and 2026. Were absent for at least three years. Regularized social security and tax status. Comply with IEFP obligations if they received financial support. Family members in Portugal can also apply. The 50% exemption can't exceed €125,000. TIMESTAMPS: 0:00 INTRO 1:40 Thoughts on the Future of Portugal's NHR 2:22 Alternative programs to reduce taxes in Madeira 3:20 Portuguese News Today 4:04 OUTRO ------------------------------------ OUR CHANNEL OFFERS: - Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world. SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION: https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1 -------------------------------------------------- WATCH OTHER VIDEOS: https://youtu.be/aec2se0x_cs https://youtu.be/yKIQ78azSA8 https://youtu.be/pBvgddn4VQ4 -------------------------------------------------- Here are 4 ways we can help you: SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/ STREAM premium educational videos: https://htj.tax/youtube/ CONTACT us for tax optimization consults over Zoom: https://www.htj.tax/contact/ High Net Worth? We can QUOTE for doing your "US-International" tax returns. FOR MORE DETAILS, CONNECT WITH US: ✉ Contact us at help@advancedamericantax.com -------------------------------------------------- FOLLOW US ON:. 🌍 Check our website: https://htj.tax/ 🎙️ Listen to our podcast: https://podcast.htj.tax/ 📸 Add us on Instagram: https://www.instagram.com/htj.tax/ 🐦 Add us on Twitter: https://twitter.com/derren43/ 📕 Add us on Facebook: https://www.facebook.com/htj.tax 💼 Contact Derren on LinkedIn: https://www.linkedin.com/in/derren-joseph-ea-0345332 #LiveThatInternationalLife #offshoretax #PortugalNHR #taxregime #taxbenefits #foreignincome #Portugalexpats #Portugalretirement #Portugalinvestments #Portugalimmigration #Portugaldreams

[ Offshore Tax ] Some Thoughts on the Future of Portugal's NHR

The proposed 2024 State Budget, revealed in Parliament on October 10th, terminates Portugal's Non-Habitual Resident (NHR) regime, confirming the Prime Minister's earlier announcement.
Implemented in 2009, the NHR regime lets eligible individuals achieve tax residency in Portugal, reducing or avoiding income tax on specific categories for 10 years. It concludes on January 1, 2024, but persists for:
Individuals already registered as NHR when the State Budget Law takes effect.
Those meeting access conditions until December 31, 2023, and holders of a valid residence visa, if the registration process is submitted by March 31, 2024.
Tax conditions for current NHR beneficiaries remain unchanged throughout the 10-year program.
Simultaneously, a new tax incentive for Scientific Research and Innovation is proposed. This applies to tax residents who haven't lived in Portugal for five years and engage in academic research, specialized positions related to productive investments, or roles in research and development.
To avail these benefits, registration with specific entities is required. Details on reporting to the Tax Authority will be announced this year.
The new regime includes:
A 20% special personal income tax rate on earnings from specified fields for 10 continuous years.
Tax exemption on foreign-sourced income, calculated progressively.
This regime is accessible once. Those benefiting from NHR or under the 'Former Residents' regime are ineligible.
Minor changes to the 2019 "Programa Regressar" aid emigrants returning to Portugal, offering financial support and tax benefits for those who:
Resided abroad for 12+ months.
Started professional activity in Portugal between January 1, 2019, and 2026.
Were absent for at least three years.
Regularized social security and tax status.
Comply with IEFP obligations if they received financial support.
Family members in Portugal can also apply.
The 50% exemption can't exceed €125,000.

TIMESTAMPS:
0:00 INTRO
1:40 Thoughts on the Future of Portugal's NHR
2:22 Alternative programs to reduce taxes in Madeira
3:20 Portuguese News Today
4:04 OUTRO

------------------------------------
OUR CHANNEL OFFERS:
- Updated daily, we help 6, 7, and 8-figure International Entrepreneurs, Expats, Digital Nomads, and Investors legally minimize their global tax burden and protect their wealth.
- Join Amazon's best-selling author, Derren Joseph, in exploring the offshore financial world.

SUBSCRIBE TO OUR CHANNEL FOR MORE FREE INFORMATION:
https://www.youtube.com/c/TaxesforInternationalEntrepreneursandExpats?sub_confirmation=1
--------------------------------------------------
WATCH OTHER VIDEOS:
https://youtu.be/aec2se0x_cs
https://youtu.be/yKIQ78azSA8
https://youtu.be/pBvgddn4VQ4
--------------------------------------------------
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SIGN UP for free webinars on US Expat Taxes and International Entrepreneur Taxes: https://htj.tax/events/
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✉ Contact us at help@advancedamericantax.com
--------------------------------------------------
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🌍 Check our website: https://htj.tax/
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#LiveThatInternationalLife #offshoretax #PortugalNHR #taxregime #taxbenefits #foreignincome #Portugalexpats #Portugalretirement #Portugalinvestments #Portugalimmigration #Portugaldreams

2 0

YouTube Video VVVRTDRWUGxzSTJKZXdnSHpyeG82SE13Lk1YbkpvdFBGVGJv

[ Offshore Tax ] Some Thoughts on the Future of Portugal's NHR

November 24th

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