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Full Description
This intriguing book shows how to successfully expatriate one's funds, assets, and even oneself and one's family, for safety, profit, privacy, and an inexpensive, better life.
The idea of moving to a new country has always been of interest to adventurous beings who relish the notion of basking in a beautiful place where one can live like a king for dimes on the dollar. The dream is achievable, but only if you first safely move your assets. That is what Freedom Without Borders: How to Invest, Expatriate, and Retire Overseas for Personal and Financial Success is all about.
Written for anyone seriously concerned about strategies for protecting assets, as well as lifestyle, this comprehensive guide covers everything one needs to know to do that successfully outside of the United States. The book focuses on personal finance considerations for those contemplating moving or investing abroad, rather than on culture aspects of such a decision. It presents specific alternatives for finding—and shifting assets to—an ideal haven, showing readers how to protect personal wealth even as they discover a freer, more peaceful way to live, invest, and/or retire.
Contents
Preface
1. Logistics of International Diversification
Asset Preservation Strategies
Challenges to Avoiding Taxation Anywhere
Structuring Your Personal, Business, and Financial Life
The T-8 Tax Havens and Offshore Banking Centers
Geopolitical Investment Diversification
Expatriating
The Great American Tax Loophole
Renouncing Your Citizenship
Economic Citizenship and Retirement Programs
Logistics of International Diversification
2. The Best Offshore Structures
International Business Corporation (IBC): Belize, Cook Islands, Nevis
The Offshore Corporation: Panama Style
Limited Liability Company (LLC): Nevis, Panama, Cook Islands
Asset Protection Trust (APT): Belize, Nevis, Cook Islands
The Foundation: Panama
The Benefits of Owning Your Own Offshore International Bank
Establishing a Tax-Free Offshore Operating Business
Flags-of-Convenience: Offshore Ship and Yacht Registration
Country Profiles: Belize, Nevis, Panama, Cook Islands
3. The Economics of Sovereign Investing
The Great Recession
The Stimulus
Today's Global Financial Crisis
Investment Trends
Your Own Personal (Private) Monetary Policy
4. Global Investing and Investment Opportunities
Offshore Bank Accounts: Personal and Business
Foreign Currencies
Bonds and Stocks
International Brokerage Firms
Precious Metals
Perth Mint Precious Metals Certificates
Physical Storage of Precious Metals
Jewelry
5. Why Switzerland Is Still Important
Swiss Banking and Swiss Investment Management
Swiss Financial-Related Insurance Products
6. International Real Estate
Deciding Where to Buy Foreign Property—Important Factors Influencing Your Decision
Real Estate Considerations
Financing Your Foreign Property Investment
Asset Protection for Your Domestic Real Estate
7. Insurance Services for the Expat
Public and Private Health Care in Your New Country
International Medical Insurance
Travel Insurance
Hospital Insurance Plans
Homeowner's Insurance
8. Expat Haven, Tax, and Incentives Guide
12 Popular Expat Havens for North Americans
Information on 18 Other Expat Havens
Travel Destinations
9. Avoiding the Pitfalls
The USA Patriot Act
Organization for Economic Cooperation and Development
Financial Action Task Force
Financial Crimes Enforcement Network
Money Laundering
Qualified Intermediaries
U.S. Taxpayer Reporting Requirements
The Pentapus
New Tax-Related Legislation
Structuring
Suspicious Activity Reports
Tax Audits
Tax Information Exchange Agreements
Mutual Legal Assistance Treaty
Fraudulent Transfers
10. Resources for the Expat and Freedom Seeker
Suggested Readings
Swiss Banks for Asset and Investment Management
Swiss Securities Brokerage Firms
Swiss Insurance Companies
Henley and Partners Group of Companies, Zurich, Switzerland
Swiss and Other Organizations
Offshore Investment and Financial Counselors
Financial and Investment Services
Offshore Financial Services
Bank Resources
International Real Estate Contacts
Retirement Resources
Medical and Travel Insurance
Organizations
Government Websites
International Organizations
Economic Citizenship Programs and Retirement Programs
Tax Problems?
Global Mail Drops and Serviced Offices Worldwide
International English-Language Newspapers
Online Information Resources, Miscellaneous
Appendix: Henley and Partners Visa Restrictions Index Global Rankings, 2010
Index
