The IBSA Podcasts Tue, 19 May 2026 09:14:42 -0400 http://www.theibsa.org en-us © 2026 The IBSA Podcasts yes 4bc1ccf9-0fd7-53b7-8a92-fc0a6a232430 lucie.saunders@theibsa.org Lucie episodic false IBSA podcasts contain information from a global community of entrepreneurs and professional advisors dealing with international business structuring and regulatory compliance.  

Hosted by Roy Saunders, who has over 50 years’ experience within the financial sector, these podcasts delve into enlightening conversations with a wide range of leading professionals aiming to demystify the complex world of business and provide invaluable insights to help listeners deal with various complex technical matters to best support their business and clients.

Disclaimer: We believe the information in this podcast to be correct at the time of recording.  The information given is relevant at the time in line with governmental legislations.  Competent counsel in the jurisdiction(s) whose laws are involved should be consulted.  The podcast is made available by the IBSA for educational purposes only and to provide general information. The information should not be used or relied upon as a substitute for competent legal advice from a licensed professional in your jurisdiction.

]]> Buzzsprout (https://www.buzzsprout.com) Lucie lucie.saunders@theibsa.org https://storage.buzzsprout.com/3526vvo5hsn6tntpkii99ffyw6sl?.jpg The IBSA Podcasts http://www.theibsa.org International Succession Planning International Succession Planning What happens when a globe-spanning family fortune meets the realities of modern tax, law, and succession planning?

In this episode, an international panel of experts unpacks a compelling case study centred on a fictional entrepreneurial patriarch facing the ultimate question: how to pass on a complex mix of business interests, property, and personal wealth to the next generation — smoothly, fairly, and tax-efficiently.

Drawing on perspectives from tax advisers, onshore and offshore legal counsel, and investment specialists, the panel takes listeners inside the family’s existing wills, trusts, and pension arrangements, spotlighting potential inheritance tax pitfalls and the challenges of cross-border planning, including continental forced-heirship rules.

The conversation ranges widely across key international issues, from wealth and estate taxes in several EU jurisdictions and the US, to the treatment of overseas property holdings. The panel also examines how measures announced in the latest Budget could reshape the family’s planning, and what structural changes may be needed to keep their investment strategy aligned with an evolving legal and tax landscape.

Beyond the numbers, the discussion delves into the human side of succession — exploring the tensions that can arise between family members and offering practical strategies for anticipating, managing, and mitigating conflict to ensure a lasting legacy.

Whether you advise international families or are part of one yourself, this episode offers valuable insights into the realities of long-term, cross-border succession planning in an increasingly complex world.

]]> What happens when a globe-spanning family fortune meets the realities of modern tax, law, and succession planning?

In this episode, an international panel of experts unpacks a compelling case study centred on a fictional entrepreneurial patriarch facing the ultimate question: how to pass on a complex mix of business interests, property, and personal wealth to the next generation — smoothly, fairly, and tax-efficiently.

Drawing on perspectives from tax advisers, onshore and offshore legal counsel, and investment specialists, the panel takes listeners inside the family’s existing wills, trusts, and pension arrangements, spotlighting potential inheritance tax pitfalls and the challenges of cross-border planning, including continental forced-heirship rules.

The conversation ranges widely across key international issues, from wealth and estate taxes in several EU jurisdictions and the US, to the treatment of overseas property holdings. The panel also examines how measures announced in the latest Budget could reshape the family’s planning, and what structural changes may be needed to keep their investment strategy aligned with an evolving legal and tax landscape.

Beyond the numbers, the discussion delves into the human side of succession — exploring the tensions that can arise between family members and offering practical strategies for anticipating, managing, and mitigating conflict to ensure a lasting legacy.

Whether you advise international families or are part of one yourself, this episode offers valuable insights into the realities of long-term, cross-border succession planning in an increasingly complex world.

]]> Lucie Buzzsprout-18519198 Fri, 16 Jan 2026 03:00:00 -1200 3966 2026 1 full false A Dive into Dubai's Tax-Free Living and Residency Options A Dive into Dubai's Tax-Free Living and Residency Options Curious about how Dubai could be the perfect escape from the UK’s new tax changes? Tune in to our latest IBSA podcast episode as Roy Saunders sits down with tax expert Jimmy Sexton from Esquire Group in Dubai. Discover why Dubai is a haven for the wealthy with no personal income tax, low or no corporate income tax, and easy pathways to residency through employment or investment. Jimmy shares his personal journey of living in Dubai for the past eight years, shedding light on the city's exceptional healthcare, top-tier education, and vibrant lifestyle.

Listen to Roy and Jimmy break down the various visa options, including the sought-after golden visa for a relatively inexpensive real estate investment. Learn what it takes to become a tax resident in the UAE and how this dynamic city offers a blend of luxury and convenience that is hard to match. Whether you're pondering the tax implications or curious about the day-to-day living standards, this episode is your comprehensive guide to understanding why Dubai could very well be your next home.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Curious about how Dubai could be the perfect escape from the UK’s new tax changes? Tune in to our latest IBSA podcast episode as Roy Saunders sits down with tax expert Jimmy Sexton from Esquire Group in Dubai. Discover why Dubai is a haven for the wealthy with no personal income tax, low or no corporate income tax, and easy pathways to residency through employment or investment. Jimmy shares his personal journey of living in Dubai for the past eight years, shedding light on the city's exceptional healthcare, top-tier education, and vibrant lifestyle.

Listen to Roy and Jimmy break down the various visa options, including the sought-after golden visa for a relatively inexpensive real estate investment. Learn what it takes to become a tax resident in the UAE and how this dynamic city offers a blend of luxury and convenience that is hard to match. Whether you're pondering the tax implications or curious about the day-to-day living standards, this episode is your comprehensive guide to understanding why Dubai could very well be your next home.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Lucie Buzzsprout-15492608 Mon, 29 Jul 2024 03:00:00 -1200 815 3 10 full false Understanding Cyprus: Tax Benefits, Residency Rules and Wealth Planning Insights Understanding Cyprus: Tax Benefits, Residency Rules and Wealth Planning Insights What if relocating to Cyprus could offer you a more favourable tax regime than your current country? Learn the ins and outs of Cyprus' unique tax benefits in our latest episode featuring Alexis Christodoulou, a South African lawyer specialising in Cypriot and international tax law at Elias Neocleous & Co. We dive into the evolving political landscape in the UK and its potential tax implications, particularly for those considering a move. Alexis guides us through the 183-day rule and the more nuanced 60-day test, explaining how you can qualify as a tax resident in Cyprus and the significant advantages that come with it.

From entrepreneurs to employees and private individuals interested in tax and wealth planning, this episode is packed with valuable insights. Understand how Cyprus compares to other countries offering similar tax benefits, and how its tax residency rules could benefit you. With over 15 years of experience having an office in Cyprus, our host Roy Saunders, founder and chairman of the International Business Structuring Association, shares his firsthand knowledge of the island's lifestyle and tax regime. Tune in to discover how to navigate the tax landscape and make the most of Cyprus’s favourable conditions.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> What if relocating to Cyprus could offer you a more favourable tax regime than your current country? Learn the ins and outs of Cyprus' unique tax benefits in our latest episode featuring Alexis Christodoulou, a South African lawyer specialising in Cypriot and international tax law at Elias Neocleous & Co. We dive into the evolving political landscape in the UK and its potential tax implications, particularly for those considering a move. Alexis guides us through the 183-day rule and the more nuanced 60-day test, explaining how you can qualify as a tax resident in Cyprus and the significant advantages that come with it.

From entrepreneurs to employees and private individuals interested in tax and wealth planning, this episode is packed with valuable insights. Understand how Cyprus compares to other countries offering similar tax benefits, and how its tax residency rules could benefit you. With over 15 years of experience having an office in Cyprus, our host Roy Saunders, founder and chairman of the International Business Structuring Association, shares his firsthand knowledge of the island's lifestyle and tax regime. Tune in to discover how to navigate the tax landscape and make the most of Cyprus’s favourable conditions.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Lucie Buzzsprout-15479634 Fri, 26 Jul 2024 01:00:00 -1200 1022 3 9 full true International Relocation Tax Benefits: Why Malta Stands Out International Relocation Tax Benefits: Why Malta Stands Out Could Malta be the effective tax haven UK wealthy individuals may choose to emigrate to? Join us as we unravel the intricacies of establishing tax residency in this Mediterranean gem with the expertise of Geraldine Schembri and David Borg. You'll discover how Malta's flexible requirements, which prioritize intention and personal ties over the number of physical days spent in the country, could be beneficial for both EU and non-EU nationals. We’ll discuss the advantages of Malta's tax system, including the absence of inheritance tax and favourable conditions for non-domiciled residents, making it an attractive option for those considering relocation due to tax concerns.

In this episode, we also tackle the notable comparison between Malta's tax policies and the UK's evolving non-dom rules. Geraldine and David provide a clear understanding of how Malta stands out, especially for those wary of the UK's statutory residence test introduced in 2013. With deep insights into tax strategies and the nuances of international relocation, this episode offers indispensable knowledge for anyone navigating the complex world of tax residency. Don't miss this enlightening discussion that could reshape your approach to international tax planning.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Could Malta be the effective tax haven UK wealthy individuals may choose to emigrate to? Join us as we unravel the intricacies of establishing tax residency in this Mediterranean gem with the expertise of Geraldine Schembri and David Borg. You'll discover how Malta's flexible requirements, which prioritize intention and personal ties over the number of physical days spent in the country, could be beneficial for both EU and non-EU nationals. We’ll discuss the advantages of Malta's tax system, including the absence of inheritance tax and favourable conditions for non-domiciled residents, making it an attractive option for those considering relocation due to tax concerns.

In this episode, we also tackle the notable comparison between Malta's tax policies and the UK's evolving non-dom rules. Geraldine and David provide a clear understanding of how Malta stands out, especially for those wary of the UK's statutory residence test introduced in 2013. With deep insights into tax strategies and the nuances of international relocation, this episode offers indispensable knowledge for anyone navigating the complex world of tax residency. Don't miss this enlightening discussion that could reshape your approach to international tax planning.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Lucie Buzzsprout-15479498 Fri, 26 Jul 2024 01:00:00 -1200 830 3 8 full false Unlocking Tax Benefits for New Immigrants in Israel Unlocking Tax Benefits for New Immigrants in Israel Considering the tax benefits as a new immigrant to Israel with insights from international tax lawyer George Rosenberg and his senior associate, Maya Saphier. Learn how Israel's generous 10-year exemption on foreign income and capital gains can allow you to own foreign companies without triggering standard Israeli tax liabilities, as long as the control of these companies remains outside Israel. George explains that there is no inheritance tax in Israel, except for capital gains tax on inherited real estate, and delves into the nuanced criteria for achieving tax residency, emphasising the importance of Jewish faith or familial ties to a Jewish immigrant.

George explains the unique challenges non-Jews face in securing permanent residency, the lack of investor or golden visas, and the potential future impacts of governmental policy shifts on tax regulations. Additionally, gain a deeper understanding of trust taxation, including the surprising tax neutrality on trusts managed by Israeli trustees with foreign settlors and beneficiaries. Don't miss out on this comprehensive guide that simplifies complex tax rules and helps you navigate your financial future in Israel.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Considering the tax benefits as a new immigrant to Israel with insights from international tax lawyer George Rosenberg and his senior associate, Maya Saphier. Learn how Israel's generous 10-year exemption on foreign income and capital gains can allow you to own foreign companies without triggering standard Israeli tax liabilities, as long as the control of these companies remains outside Israel. George explains that there is no inheritance tax in Israel, except for capital gains tax on inherited real estate, and delves into the nuanced criteria for achieving tax residency, emphasising the importance of Jewish faith or familial ties to a Jewish immigrant.

George explains the unique challenges non-Jews face in securing permanent residency, the lack of investor or golden visas, and the potential future impacts of governmental policy shifts on tax regulations. Additionally, gain a deeper understanding of trust taxation, including the surprising tax neutrality on trusts managed by Israeli trustees with foreign settlors and beneficiaries. Don't miss out on this comprehensive guide that simplifies complex tax rules and helps you navigate your financial future in Israel.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Lucie Buzzsprout-15479360 Fri, 26 Jul 2024 00:00:00 -1200 943 3 7 full false Exploring Switzerland: Tax Benefits, Quality of Life, and Financial Stability Exploring Switzerland: Tax Benefits, Quality of Life, and Financial Stability Discover the mysteries of Switzerland's appeal that go beyond its renowned chocolates, breathtaking mountains, and picturesque lakes!

Together with Roy Saunders, Aliasghar Kanani, an expert Swiss Tax Lawyer, 
discusses the evolving landscape of international tax regimes.  They explore the real story behind Switzerland’s tax benefits and why it's more than just a so-called tax haven for the wealthy.  Learn about Switzerland’s financial stability, robust banking privacy laws and the specific tax advantages available to high-net-worth individuals and businesses.

But it's not all about taxes. Roy and Ali discuss the exceptional quality of life that makes Switzerland an attractive destination for foreigners. From its top-notch healthcare and education systems, to its stable political environment and stunning natural landscapes - find out why so many people are drawn to this picturesque nation. Tune in to understand what really makes Switzerland a haven for those seeking both financial and personal well-being.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Discover the mysteries of Switzerland's appeal that go beyond its renowned chocolates, breathtaking mountains, and picturesque lakes!

Together with Roy Saunders, Aliasghar Kanani, an expert Swiss Tax Lawyer, 
discusses the evolving landscape of international tax regimes.  They explore the real story behind Switzerland’s tax benefits and why it's more than just a so-called tax haven for the wealthy.  Learn about Switzerland’s financial stability, robust banking privacy laws and the specific tax advantages available to high-net-worth individuals and businesses.

But it's not all about taxes. Roy and Ali discuss the exceptional quality of life that makes Switzerland an attractive destination for foreigners. From its top-notch healthcare and education systems, to its stable political environment and stunning natural landscapes - find out why so many people are drawn to this picturesque nation. Tune in to understand what really makes Switzerland a haven for those seeking both financial and personal well-being.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> https://www.theibsa.org/podcasts/switzerland-tax-benefits-financial-stability Lucie Buzzsprout-15453613 Mon, 22 Jul 2024 22:00:00 -1200 887 3 6 full false Understanding Spain's Beckham Rule and Golden Visa Programme Understanding Spain's Beckham Rule and Golden Visa Programme One of the original beneficial tax regimes in Europe was created out of the desire to have David Beckham sign for Real Madrid, an opportunity that relied on Spain ‘bending’ the tax rules much like David was able to bend his free kicks.  Together with Roy Saunders, José Aguilar, an International Tax Lawyer from Squire Patton Boggs in Madrid, explores how the so-called Beckham rule has changed over the years to eliminate its appeal to sports personalities and how it can still lower your tax liability with a flat 24% rate on employment income up to €600,000, as well as understand the recent changes that allow professionals to own more than 25% of their employing company. They also dive into comparative insights with Portugal and Italy, revealing why Spain's strategy is uniquely crafted to attract top talent rather than just high-net-worth individuals.

In another enlightening segment, they break down Spain's golden visa programme and its recent shifts, especially in the context of changes in Portugal. Learn the various investment thresholds necessary to secure a golden visa and explore its benefits, including flexible tax residency and employment options. Roy and José examines the political motives behind proposed restrictions on real estate investments and analyses the potential impacts on the market. Get a comprehensive understanding of Spain's current political climate and its implications for future immigration and tax policies, making this episode a must-listen for UK emigrants eyeing a move to Spain.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> One of the original beneficial tax regimes in Europe was created out of the desire to have David Beckham sign for Real Madrid, an opportunity that relied on Spain ‘bending’ the tax rules much like David was able to bend his free kicks.  Together with Roy Saunders, José Aguilar, an International Tax Lawyer from Squire Patton Boggs in Madrid, explores how the so-called Beckham rule has changed over the years to eliminate its appeal to sports personalities and how it can still lower your tax liability with a flat 24% rate on employment income up to €600,000, as well as understand the recent changes that allow professionals to own more than 25% of their employing company. They also dive into comparative insights with Portugal and Italy, revealing why Spain's strategy is uniquely crafted to attract top talent rather than just high-net-worth individuals.

In another enlightening segment, they break down Spain's golden visa programme and its recent shifts, especially in the context of changes in Portugal. Learn the various investment thresholds necessary to secure a golden visa and explore its benefits, including flexible tax residency and employment options. Roy and José examines the political motives behind proposed restrictions on real estate investments and analyses the potential impacts on the market. Get a comprehensive understanding of Spain's current political climate and its implications for future immigration and tax policies, making this episode a must-listen for UK emigrants eyeing a move to Spain.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> https://www.theibsa.org/podcasts/spains-beckham-rule-and-golden-visa-programme Lucie Buzzsprout-15451886 Mon, 22 Jul 2024 22:00:00 -1200 964 3 5 full false Navigating Italy's Attractive Tax Landscape Navigating Italy's Attractive Tax Landscape Learn about the benefits of Italy’s attractive tax regime for high-net-worth individuals with our guest, Walter Andreoni, an International Tax Lawyer from Mercanti e Associati in Milan. Discover how Italy’s flat tax of €100,000 on foreign source income and a 15-year duration, aims to entice wealthy individuals to move long-term to this beautiful country. Walter expertly navigates through the intricacies of this regime, explaining the balance between generous tax benefits and the economic contributions expected from new residents.

In this episode, Roy and Walter also compare Italy's tax regime with those of other enticing destinations like Spain and Portugal.  Like these countries and as required by the EU, they explain that the aim is not to assist tax avoidance, hence its anti-abuse rule concerning the taxation of foreign capital gains realised within the first five years of residence. But whether you’re a fund manager or just exploring new residency options, this episode is packed with valuable information to help you make an informed decision about moving to Italy. Although somewhat biased, Walter explains that it is Italy’s lifetime allure that, combined with tax benefits, makes Italy the perfect relocation choice.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> Learn about the benefits of Italy’s attractive tax regime for high-net-worth individuals with our guest, Walter Andreoni, an International Tax Lawyer from Mercanti e Associati in Milan. Discover how Italy’s flat tax of €100,000 on foreign source income and a 15-year duration, aims to entice wealthy individuals to move long-term to this beautiful country. Walter expertly navigates through the intricacies of this regime, explaining the balance between generous tax benefits and the economic contributions expected from new residents.

In this episode, Roy and Walter also compare Italy's tax regime with those of other enticing destinations like Spain and Portugal.  Like these countries and as required by the EU, they explain that the aim is not to assist tax avoidance, hence its anti-abuse rule concerning the taxation of foreign capital gains realised within the first five years of residence. But whether you’re a fund manager or just exploring new residency options, this episode is packed with valuable information to help you make an informed decision about moving to Italy. Although somewhat biased, Walter explains that it is Italy’s lifetime allure that, combined with tax benefits, makes Italy the perfect relocation choice.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government. 

]]> https://www.theibsa.org/podcasts/navigating-italys-attractive-tax-landscape Lucie Buzzsprout-15440737 Mon, 22 Jul 2024 22:00:00 -1200 1113 3 4 full false The Sequel after the Abolition of Portugal's Non-Habitual Residence Regime The Sequel after the Abolition of Portugal's Non-Habitual Residence Regime What happens when a tax regime designed for attracting top talent instead becomes a haven for retirees with foreign pensions? Together with Roy Saunders, Ana Castro Gonçalves, an International Tax Lawyer from Caiado Guerreiro in Lisbon, unravels the reasons why Portugal has abolished its non-habitual residence regime and explains how this initiative, which offered significant tax breaks, evolved and why it ultimately led to the need to impose a 10% flat tax on foreign pensions. They also discuss the chaos caused by its confusion with the golden visa program, contributing to skyrocketing property prices, and how these factors led to the regime's termination by the left-wing government.

In this rich discussion, we delve into how the non-habitual residence regime will be phased out for current beneficiaries and those who become resident in 2024. We clarify how this regime differs from the golden visa, and examine the economic impacts, including the effect on spending and VAT.  

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government.  

]]> What happens when a tax regime designed for attracting top talent instead becomes a haven for retirees with foreign pensions? Together with Roy Saunders, Ana Castro Gonçalves, an International Tax Lawyer from Caiado Guerreiro in Lisbon, unravels the reasons why Portugal has abolished its non-habitual residence regime and explains how this initiative, which offered significant tax breaks, evolved and why it ultimately led to the need to impose a 10% flat tax on foreign pensions. They also discuss the chaos caused by its confusion with the golden visa program, contributing to skyrocketing property prices, and how these factors led to the regime's termination by the left-wing government.

In this rich discussion, we delve into how the non-habitual residence regime will be phased out for current beneficiaries and those who become resident in 2024. We clarify how this regime differs from the golden visa, and examine the economic impacts, including the effect on spending and VAT.  

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government.  

]]> https://www.theibsa.org/podcasts/abolition-of-portugals-non-habitual-residence Lucie Buzzsprout-15435422 Thu, 18 Jul 2024 19:00:00 -1200 1239 3 3 full false Unacceptable Labour Tax Rises for Wealthy Individuals Unacceptable Labour Tax Rises for Wealthy Individuals What if the UK’s evolving tax landscape could encourage wealthy individuals to emigrate from the UK to warmer countries (from climates to taxation)?  Together with Roy Saunders, Dmitry Zapol of IFS Consultants unpacks potential UK tax changes for both domiciled and non-domiciled UK residents and navigate through the Conservative party’s proposed tax reforms and the Labour government’s planned adjustments, focusing on crucial areas like inheritance tax on foreign trust assets and the hike in capital gains tax rates. They explore the profound implications these changes might have on wealthy individuals, including the controversial 10-year tax tail on inheritance tax and the status of protected trusts. You’ll gain insights into the Labour government’s stance on business property relief and the transfer of assets abroad legislation, with a comparative eye on other countries boasting advantageous tax regimes.

In the second half of this episode, Roy and Dmitry unearth the complexities surrounding the transfer of income-generating assets abroad, drawing on historic tax rules dating back to the 1930s.  They delve into the intricacies UK residents face when declaring income from foreign assets, the impact on controlled foreign companies, and the potential future policies like an exit tax for those leaving the UK. They also discuss the broader significance of understanding global business tax regimes and how the UK measures up against other countries with favourable conditions for businesses. This episode sets the stage for future conversations with international colleagues, promising deeper dives into these comparative tax advantages. Join us for a comprehensive look at the myriad factors influencing tax liability and emigration decisions in today’s UK.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government.  

]]> What if the UK’s evolving tax landscape could encourage wealthy individuals to emigrate from the UK to warmer countries (from climates to taxation)?  Together with Roy Saunders, Dmitry Zapol of IFS Consultants unpacks potential UK tax changes for both domiciled and non-domiciled UK residents and navigate through the Conservative party’s proposed tax reforms and the Labour government’s planned adjustments, focusing on crucial areas like inheritance tax on foreign trust assets and the hike in capital gains tax rates. They explore the profound implications these changes might have on wealthy individuals, including the controversial 10-year tax tail on inheritance tax and the status of protected trusts. You’ll gain insights into the Labour government’s stance on business property relief and the transfer of assets abroad legislation, with a comparative eye on other countries boasting advantageous tax regimes.

In the second half of this episode, Roy and Dmitry unearth the complexities surrounding the transfer of income-generating assets abroad, drawing on historic tax rules dating back to the 1930s.  They delve into the intricacies UK residents face when declaring income from foreign assets, the impact on controlled foreign companies, and the potential future policies like an exit tax for those leaving the UK. They also discuss the broader significance of understanding global business tax regimes and how the UK measures up against other countries with favourable conditions for businesses. This episode sets the stage for future conversations with international colleagues, promising deeper dives into these comparative tax advantages. Join us for a comprehensive look at the myriad factors influencing tax liability and emigration decisions in today’s UK.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government.  

]]> https://www.theibsa.org/podcasts/labour-tax-rises-for-wealthy-individuals Lucie Buzzsprout-15416906 Mon, 15 Jul 2024 04:00:00 -1200 1126 3 1 full false The Lure of Singapore for High-Net-Worth-Individuals The Lure of Singapore for High-Net-Worth-Individuals Ever wondered why Singapore is a magnet for high-net-worth individuals? Discover the secrets behind the city-state's allure as we sit down with Derren Joseph from Moores Roland Asia Pacific, in a riveting conversation hosted by Roy Saunders, Founder and Chairman of the International Business Structuring Association (IBSA). Derren, a seasoned international tax advisor, sheds light on the compelling reasons why millionaires are flocking to Singapore, a place known not only for its strategic tax policies but also for its high quality of life. With data-driven insights from Credit Suisse and Warwick University, you'll gain a nuanced understanding of the factors that make Singapore a top choice for the global elite.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government.

 

]]> Ever wondered why Singapore is a magnet for high-net-worth individuals? Discover the secrets behind the city-state's allure as we sit down with Derren Joseph from Moores Roland Asia Pacific, in a riveting conversation hosted by Roy Saunders, Founder and Chairman of the International Business Structuring Association (IBSA). Derren, a seasoned international tax advisor, sheds light on the compelling reasons why millionaires are flocking to Singapore, a place known not only for its strategic tax policies but also for its high quality of life. With data-driven insights from Credit Suisse and Warwick University, you'll gain a nuanced understanding of the factors that make Singapore a top choice for the global elite.

This series of podcasts explores the beneficial tax regimes in Italy, Spain, Portugal, Malta, Cyprus, Switzerland, Singapore, Israel and Dubai in respect of where UK residents may wish to emigrate in light of the non-dom changes introduced by the Conservatives, and the likely tightening of these rules under the new Labour government.

 

]]> Lucie Buzzsprout-15415443 Mon, 15 Jul 2024 04:00:00 -1200 710 3 2 full false Dmitry Zapol on Mastering UK Inheritance Tax Strategies and Securing Your Legacy Dmitry Zapol on Mastering UK Inheritance Tax Strategies and Securing Your Legacy Unlock the secrets of navigating UK inheritance tax laws with our illuminating chat featuring international tax advisor Dmitry Zapol. If the mere thought of estate planning sends shivers down your spine, fear not—we’ve got you covered. Together, we dissect the taxing details of owning UK assets and the tax repercussions for those considering making Britain their home. Dmitry's expertise shines as he explains the pivotal role of domicile status and maps out the legislative landscape that's evolving to favour residence-based taxation after a decade of living in the UK. Business owners and investors, pay attention—we also unravel the complexities of business property relief and how recent changes impact offshore entities with property in the UK, not to mention the effect of loans secured on UK properties on your inheritance tax bill.

Strap in as we navigate the labyrinth of mitigating inheritance tax liabilities in the second segment of our discourse. Here's where strategy meets savvy planning, with a tour through the world of excluded assets and trusts. For entrepreneurs, we highlight how holding a UK business through a foreign company could shield you from hefty taxes, though this is a dance with domicile rules. Dmitry expertly guides us through the nuances of excluded property trusts, the potential pitfalls of loans, and the delicate issues with the inheritance tax. Plus, we clarify the often-misunderstood spousal exemption and delve into the seven-year gifting rule that could reconfigure your estate’s tax valuation. Tune in for a masterclass in securing your legacy with precision and foresight.

]]> Unlock the secrets of navigating UK inheritance tax laws with our illuminating chat featuring international tax advisor Dmitry Zapol. If the mere thought of estate planning sends shivers down your spine, fear not—we’ve got you covered. Together, we dissect the taxing details of owning UK assets and the tax repercussions for those considering making Britain their home. Dmitry's expertise shines as he explains the pivotal role of domicile status and maps out the legislative landscape that's evolving to favour residence-based taxation after a decade of living in the UK. Business owners and investors, pay attention—we also unravel the complexities of business property relief and how recent changes impact offshore entities with property in the UK, not to mention the effect of loans secured on UK properties on your inheritance tax bill.

Strap in as we navigate the labyrinth of mitigating inheritance tax liabilities in the second segment of our discourse. Here's where strategy meets savvy planning, with a tour through the world of excluded assets and trusts. For entrepreneurs, we highlight how holding a UK business through a foreign company could shield you from hefty taxes, though this is a dance with domicile rules. Dmitry expertly guides us through the nuances of excluded property trusts, the potential pitfalls of loans, and the delicate issues with the inheritance tax. Plus, we clarify the often-misunderstood spousal exemption and delve into the seven-year gifting rule that could reconfigure your estate’s tax valuation. Tune in for a masterclass in securing your legacy with precision and foresight.

]]> Lucie Buzzsprout-15067738 Tue, 14 May 2024 04:00:00 -1200 1255 2 5 full false Wealth, Migration and Tax: A Global Perspective Wealth, Migration and Tax: A Global Perspective Embark on a journey through the labyrinth of international taxation with Roy Saunders and Derren Joseph. In our latest conversation, we tackle the weighty topic of US taxation for citizens and green card holders abroad. You'll discover why clinging to an American passport isn't just about patriotism, but can also be a strategic choice for flexibility and access to the US—even as the shadow of the exit tax looms for the affluent and long-term residents.

We'll guide you through the nuanced differences between grantor and non-grantor trusts, debunking common misconceptions and revealing their true colours. As we weave through the evolving tapestry of global migration, from Southern Europe to the sands of the Emirates, you'll hear why the world's wealthy are chasing more than just tax breaks. To cap off, we reflect on the ripple effect of fair taxation in quelling the tides of global social unrest, underscoring its role in maintaining the delicate balance of societal harmony. Join us for this compelling discourse that promises to broaden your perspectives on wealth, mobility, and the pursuit of a stable global community.

]]> Embark on a journey through the labyrinth of international taxation with Roy Saunders and Derren Joseph. In our latest conversation, we tackle the weighty topic of US taxation for citizens and green card holders abroad. You'll discover why clinging to an American passport isn't just about patriotism, but can also be a strategic choice for flexibility and access to the US—even as the shadow of the exit tax looms for the affluent and long-term residents.

We'll guide you through the nuanced differences between grantor and non-grantor trusts, debunking common misconceptions and revealing their true colours. As we weave through the evolving tapestry of global migration, from Southern Europe to the sands of the Emirates, you'll hear why the world's wealthy are chasing more than just tax breaks. To cap off, we reflect on the ripple effect of fair taxation in quelling the tides of global social unrest, underscoring its role in maintaining the delicate balance of societal harmony. Join us for this compelling discourse that promises to broaden your perspectives on wealth, mobility, and the pursuit of a stable global community.

]]> Lucie Buzzsprout-15065294 Mon, 13 May 2024 22:00:00 -1200 1498 2 4 full true Explore the EU & UK New Tax Laws Affecting Incoming Residents Explore the EU & UK New Tax Laws Affecting Incoming Residents Discover the latest shifts in global tax policies as José Aguila Shea joins us to dissect the financial landscapes that the world's affluent must navigate. As countries like the UK, Portugal, and Italy adjust their tax regimes, we're here to arm you with the essential knowledge you need. José  brings his wealth of experience to the table, providing deep insights into how changes in tax laws could influence your decision to seek new horizons. From the sun-kissed shores offering tax breaks to the complexities of exit taxes, we’ve got you covered with a discussion that's as enlightening as it is critical for high-net-worth individuals plotting their next move.

José will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Discover the latest shifts in global tax policies as José Aguila Shea joins us to dissect the financial landscapes that the world's affluent must navigate. As countries like the UK, Portugal, and Italy adjust their tax regimes, we're here to arm you with the essential knowledge you need. José  brings his wealth of experience to the table, providing deep insights into how changes in tax laws could influence your decision to seek new horizons. From the sun-kissed shores offering tax breaks to the complexities of exit taxes, we’ve got you covered with a discussion that's as enlightening as it is critical for high-net-worth individuals plotting their next move.

José will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Lucie Buzzsprout-14847702 Sun, 07 Apr 2024 23:00:00 -1200 1469 2 3 full false A Summary of the Spring Budget 2024 A Summary of the Spring Budget 2024 Join us for a conversation that is as pivotal as it is timely, offering guidance for professionals and entrepreneurs amidst the UK's tax transformation.  Prepare to navigate the tectonic shifts in UK taxation as Joe Johnson of Evelyn Partners joins  Roy Saunders for a critical dissection of the altered financial landscape awaiting non-domiciled residents. Unlock the secrets of transitioning smoothly with the spring budget's latest reforms, including the end of the non-dom regime and the advent of a four-year foreign income gains exemption for new UK arrivals. Our discussion cuts through the complexities of these changes, offering a deep-dive into the transitional relief allowing current non-doms an advantageous tax rate on repatriated offshore income—a move with profound implications for individuals and trusts.

As we dissect the spring budget's ripple effects, you'll gain invaluable insights into the tax planning strategies imperative for non-doms. Joe Johnson's expertise illuminates the path ahead, from capital gains tax rebasing to the strategic use of trusts. We also probe the political undercurrents shaping these reforms, considering how the Conservative Party's policies might resonate with voters. Wrapping up, we turn our gaze to the horizon, where the IBSA annual conference looms, promising to cast new light on international business structuring in this evolving fiscal era.  Click ⁠here⁠ for full details of the conference and to book your ticket. 

]]> Join us for a conversation that is as pivotal as it is timely, offering guidance for professionals and entrepreneurs amidst the UK's tax transformation.  Prepare to navigate the tectonic shifts in UK taxation as Joe Johnson of Evelyn Partners joins  Roy Saunders for a critical dissection of the altered financial landscape awaiting non-domiciled residents. Unlock the secrets of transitioning smoothly with the spring budget's latest reforms, including the end of the non-dom regime and the advent of a four-year foreign income gains exemption for new UK arrivals. Our discussion cuts through the complexities of these changes, offering a deep-dive into the transitional relief allowing current non-doms an advantageous tax rate on repatriated offshore income—a move with profound implications for individuals and trusts.

As we dissect the spring budget's ripple effects, you'll gain invaluable insights into the tax planning strategies imperative for non-doms. Joe Johnson's expertise illuminates the path ahead, from capital gains tax rebasing to the strategic use of trusts. We also probe the political undercurrents shaping these reforms, considering how the Conservative Party's policies might resonate with voters. Wrapping up, we turn our gaze to the horizon, where the IBSA annual conference looms, promising to cast new light on international business structuring in this evolving fiscal era.  Click ⁠here⁠ for full details of the conference and to book your ticket. 

]]> Lucie Buzzsprout-14651989 Fri, 08 Mar 2024 00:00:00 -1200 1129 3 full false Ross Belhomme Explores Economic Tactics for an Uncertain Future Ross Belhomme Explores Economic Tactics for an Uncertain Future Brace yourself for a fiscal odyssey through the UK's taxation labyrinth, with Ross Belhomme, illuminating the twists and turns of inheritance tax reforms and corporate economic maneuvering. As we dissect the financial markets' resilience amidst trade tiffs and inflating interest rates, we'll guide you through the investment minefield of geopolitical volatility. We're spotlighting investment darlings—commodities, Bitcoin, ETFs—and sizing up the budding allure of Saudi Arabia as it flirts with tourism and foreign dollars. It's a treasure map for the savvy investor in a landscape where defensive plays are king and emerging markets are a game of high-stakes poker. Stay tuned, as these critical insights and more will be revisited at the IBSA annual conference, a not-to-be-missed junction of financial minds.

Join us as we peer into the cauldron of geopolitical strife—North Korea, Taiwan, the Middle East—unpacking the complex machinations of nations bracing for conflict. But it's not just about the politics; your wallet is on the front lines too. We discuss how trade disputes and a voracious appetite for commodities could tighten the inflationary screws, making household budgeting an exercise in strategic foresight. Meanwhile, the US dollar's hegemony as the world's reserve currency hangs in the balance, prompting a hard look at safeguarding assets and investment acumen in a world that feels one twitch away from chaos.

]]> Brace yourself for a fiscal odyssey through the UK's taxation labyrinth, with Ross Belhomme, illuminating the twists and turns of inheritance tax reforms and corporate economic maneuvering. As we dissect the financial markets' resilience amidst trade tiffs and inflating interest rates, we'll guide you through the investment minefield of geopolitical volatility. We're spotlighting investment darlings—commodities, Bitcoin, ETFs—and sizing up the budding allure of Saudi Arabia as it flirts with tourism and foreign dollars. It's a treasure map for the savvy investor in a landscape where defensive plays are king and emerging markets are a game of high-stakes poker. Stay tuned, as these critical insights and more will be revisited at the IBSA annual conference, a not-to-be-missed junction of financial minds.

Join us as we peer into the cauldron of geopolitical strife—North Korea, Taiwan, the Middle East—unpacking the complex machinations of nations bracing for conflict. But it's not just about the politics; your wallet is on the front lines too. We discuss how trade disputes and a voracious appetite for commodities could tighten the inflationary screws, making household budgeting an exercise in strategic foresight. Meanwhile, the US dollar's hegemony as the world's reserve currency hangs in the balance, prompting a hard look at safeguarding assets and investment acumen in a world that feels one twitch away from chaos.

]]> Lucie Buzzsprout-14485557 Sun, 11 Feb 2024 22:00:00 -1200 1052 2 2 full false Lucie Burniston Reveals Essential Strategies for Securing Start-up Funding and Navigating Investor Relationships Lucie Burniston Reveals Essential Strategies for Securing Start-up Funding and Navigating Investor Relationships Unlock the secrets to fueling your entrepreneurial dreams as Roy Saunders teams up with start-up savant Lucie Burniston to dissect the vital elements of start-up funding. From the seedlings of angel investments to the towering oaks of venture capital and private equity, our conversation lays bare the essential steps for founders to secure their business's financial future. Lucie imparts her wisdom on moving from personal networks and accelerator programs to wooing institutional investors, emphasizing the crucial role of formal documentation to protect all parties involved.

Venture into the strategic decision-making that faces founders, as we scrutinise the choice between venture capital and private equity with Lucie’s expert lens. We dissect the implications of drag-along and tag-along rights, delve into the preferences of investors, and confront the challenges that surface during funding rounds.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click ⁠here⁠ to read the case study in full.

These issues will be examined in greater detail at our upcoming conference in May.  Click ⁠here⁠ for full details of the conference and to book your ticket. 




]]> Unlock the secrets to fueling your entrepreneurial dreams as Roy Saunders teams up with start-up savant Lucie Burniston to dissect the vital elements of start-up funding. From the seedlings of angel investments to the towering oaks of venture capital and private equity, our conversation lays bare the essential steps for founders to secure their business's financial future. Lucie imparts her wisdom on moving from personal networks and accelerator programs to wooing institutional investors, emphasizing the crucial role of formal documentation to protect all parties involved.

Venture into the strategic decision-making that faces founders, as we scrutinise the choice between venture capital and private equity with Lucie’s expert lens. We dissect the implications of drag-along and tag-along rights, delve into the preferences of investors, and confront the challenges that surface during funding rounds.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click ⁠here⁠ to read the case study in full.

These issues will be examined in greater detail at our upcoming conference in May.  Click ⁠here⁠ for full details of the conference and to book your ticket. 




]]> Lucie Buzzsprout-14360701 Tue, 23 Jan 2024 00:00:00 -1200 1399 1 7 full false Lucy Greenwood Navigates the Complex Realities of International Divorce and Asset Protection Lucy Greenwood Navigates the Complex Realities of International Divorce and Asset Protection Explore the tangled web of international divorce with Roy Saunders and our distinguished guest, Lucy Greenwood, Partner from The International Family Law Group LLP, as we dissect the impact of broken marriages on tax planning and the division of complex assets. Prepare to uncover the stark reality of how a relationship's dissolution can send ripples through established financial stratagems, particularly for those with cross-border connections. We consider the influence that domicile has on the choice of divorce jurisdiction and dismantle the UK's seemingly preferential treatment for the weaker financial party in divorce settlements. Our conversation peels back the layers on the critical nature of complete financial transparency in England, and the intricate ways in which personal assets such as inheritances woven into business ventures, and personal assets can affect their division.
 
 With Lucy 's expert insights, we address the pressing issues that surround the protection of assets through pre-nups and post-nups, shedding light on their significance within a global context. The episode traverses the rocky terrain of business ownership in divorce, especially when high-growth potential companies are part of the marital estate. We scrutinise the valuation challenges of such businesses at the time of divorce and debate the various methods for balancing or offsetting assets against company shares. Listen closely as we navigate the choppy waters of jurisdictional disputes, comparing English legal intricacies with those of other countries, and elucidate the delicate process of relocating children across borders following a separation. This episode is an essential guide for those facing the trials or prospective trials of international divorce and the professionals aiding them.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click ⁠here⁠ to read the case study in full.

These issues will be examined in greater detail at our upcoming conference in May.  Click ⁠here⁠ for full details of the conference and to book your ticket. 

]]> Explore the tangled web of international divorce with Roy Saunders and our distinguished guest, Lucy Greenwood, Partner from The International Family Law Group LLP, as we dissect the impact of broken marriages on tax planning and the division of complex assets. Prepare to uncover the stark reality of how a relationship's dissolution can send ripples through established financial stratagems, particularly for those with cross-border connections. We consider the influence that domicile has on the choice of divorce jurisdiction and dismantle the UK's seemingly preferential treatment for the weaker financial party in divorce settlements. Our conversation peels back the layers on the critical nature of complete financial transparency in England, and the intricate ways in which personal assets such as inheritances woven into business ventures, and personal assets can affect their division.
 
 With Lucy 's expert insights, we address the pressing issues that surround the protection of assets through pre-nups and post-nups, shedding light on their significance within a global context. The episode traverses the rocky terrain of business ownership in divorce, especially when high-growth potential companies are part of the marital estate. We scrutinise the valuation challenges of such businesses at the time of divorce and debate the various methods for balancing or offsetting assets against company shares. Listen closely as we navigate the choppy waters of jurisdictional disputes, comparing English legal intricacies with those of other countries, and elucidate the delicate process of relocating children across borders following a separation. This episode is an essential guide for those facing the trials or prospective trials of international divorce and the professionals aiding them.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click ⁠here⁠ to read the case study in full.

These issues will be examined in greater detail at our upcoming conference in May.  Click ⁠here⁠ for full details of the conference and to book your ticket. 

]]> Lucie Buzzsprout-14339249 Fri, 19 Jan 2024 01:00:00 -1200 1502 1 6 full false Unlocking the Secrets of UK Residency and Tax with Dmitry Zapol Unlocking the Secrets of UK Residency and Tax with Dmitry Zapol Embark on a financial odyssey with the sage guidance of Dmitry Zapol, International Tax Advisor of IFS Consultants, as we unravel the intricacies of cross-border tax planning for US to UK movers. You're promised a treasure trove of strategies, from crafting clean capital to leveraging the non-dom rules. Dmitry's expertise shines as he dissects the optimal moments to arrange your tax affairs, the peculiarities of the UK's tax residency, and how foreign trusts are interpreted under British tax law. This session arms you with the knowledge to manage trust incomes and circumvent excessive taxation, ensuring that your transatlantic transition is as smooth as silk and financially sound.

Prepare to steer through the labyrinth of UK tax residency with precision, especially pertinent for those plotting to sell their enterprise and set sail for British shores. Our discourse navigates the momentous impact of tax years misalignment, the day count system, and the vital evidence required to confirm non-residency, shielding you from the prying eyes of tax authorities. Within this chapter, you'll gain insights into how to reside in the UK without falling into the tax resident net, and the intricacies of extending your permissible days. With Dmitry as our compass, we chart a course that helps you maintain your financial course without inadvertently inviting a tax tempest.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Dmitry will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Embark on a financial odyssey with the sage guidance of Dmitry Zapol, International Tax Advisor of IFS Consultants, as we unravel the intricacies of cross-border tax planning for US to UK movers. You're promised a treasure trove of strategies, from crafting clean capital to leveraging the non-dom rules. Dmitry's expertise shines as he dissects the optimal moments to arrange your tax affairs, the peculiarities of the UK's tax residency, and how foreign trusts are interpreted under British tax law. This session arms you with the knowledge to manage trust incomes and circumvent excessive taxation, ensuring that your transatlantic transition is as smooth as silk and financially sound.

Prepare to steer through the labyrinth of UK tax residency with precision, especially pertinent for those plotting to sell their enterprise and set sail for British shores. Our discourse navigates the momentous impact of tax years misalignment, the day count system, and the vital evidence required to confirm non-residency, shielding you from the prying eyes of tax authorities. Within this chapter, you'll gain insights into how to reside in the UK without falling into the tax resident net, and the intricacies of extending your permissible days. With Dmitry as our compass, we chart a course that helps you maintain your financial course without inadvertently inviting a tax tempest.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Dmitry will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Lucie Buzzsprout-14338743 Thu, 18 Jan 2024 23:00:00 -1200 1211 1 5 full true Adam Smith Decodes US Tax Implications for Expatriating Green Card Holders and Citizens Adam Smith Decodes US Tax Implications for Expatriating Green Card Holders and Citizens Get ready to tackle the complexities of US tax law as you step off American soil! In this captivating episode, Roy Saunders join forces with tax maestro Adam Smith from Evelyn Partners to navigate the treacherous terrain of capital gains, trust income, and the dreaded PFIC rules. Whether you're a green card holder on the brink of departure or a US citizen eyeing a life abroad, we're unpacking a treasure trove of insights on the fiscal hurdles that could trip you up. From the sunny stretches of California to the broader federal landscape, our discussion is your trusted companion for a smooth financial transition.

As we steer through the murky waters of the 'exit tax' and dissect the peculiar 'step up in basis,' you'll discover just how the US tax net can ensnare your global movements. With anecdotes from my own odyssey and a keen look at foreign trusts and share options, this episode is brimming with the knowledge you need to safeguard your assets against unforeseen tax traps. And if that's not enough, Adam and Roy tease the upcoming IBSA annual conference where we'll further unravel the mysteries of foreign tax credits and more. Click here for full details of the conference and to book your ticket.  Don't miss out on the crucial strategies that could keep your financial ship sailing smoothly on international tides.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

]]> Get ready to tackle the complexities of US tax law as you step off American soil! In this captivating episode, Roy Saunders join forces with tax maestro Adam Smith from Evelyn Partners to navigate the treacherous terrain of capital gains, trust income, and the dreaded PFIC rules. Whether you're a green card holder on the brink of departure or a US citizen eyeing a life abroad, we're unpacking a treasure trove of insights on the fiscal hurdles that could trip you up. From the sunny stretches of California to the broader federal landscape, our discussion is your trusted companion for a smooth financial transition.

As we steer through the murky waters of the 'exit tax' and dissect the peculiar 'step up in basis,' you'll discover just how the US tax net can ensnare your global movements. With anecdotes from my own odyssey and a keen look at foreign trusts and share options, this episode is brimming with the knowledge you need to safeguard your assets against unforeseen tax traps. And if that's not enough, Adam and Roy tease the upcoming IBSA annual conference where we'll further unravel the mysteries of foreign tax credits and more. Click here for full details of the conference and to book your ticket.  Don't miss out on the crucial strategies that could keep your financial ship sailing smoothly on international tides.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

]]> Lucie Buzzsprout-14326186 Wed, 17 Jan 2024 00:00:00 -1200 1285 full false Announcing Next Week's Workshop on Tax Aspects of Offshore Trusts Announcing Next Week's Workshop on Tax Aspects of Offshore Trusts Join Roy Saunders (IFS), Philip Baker KC (UK Tax Barrister), Derren Joseph (US Tax Advisor), David Cooney and Rupert Morris (Partners at Walkers) on Thursday 25 January 2024 at Walkers, London EC3M 7AF in the last of our four morning workshops  on ‘Tax aspects of Offshore Trusts’ where we will be providing international tax and trust advice in respect of a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.

]]> Join Roy Saunders (IFS), Philip Baker KC (UK Tax Barrister), Derren Joseph (US Tax Advisor), David Cooney and Rupert Morris (Partners at Walkers) on Thursday 25 January 2024 at Walkers, London EC3M 7AF in the last of our four morning workshops  on ‘Tax aspects of Offshore Trusts’ where we will be providing international tax and trust advice in respect of a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.

]]> Lucie Buzzsprout-14312287 Mon, 15 Jan 2024 03:00:00 -1200 101 full false Vernon Dennis Delivers Insights on Navigating Corporate Financial Challenges and Insolvency Options Vernon Dennis Delivers Insights on Navigating Corporate Financial Challenges and Insolvency Options Embark on a riveting exploration of financial tightropes and corporate survival tactics with our esteemed guest, Vernon Dennis of Howard Kennedy. Together, we unravel the intricate tests that signal a company's financial health—the cash flow and balance sheet tests—as we share the story of Niklas and his venture, T-App UK Ltd . Through this episode, you're guaranteed to gain invaluable insights into the crucial moments when a director must pivot their focus to creditor interests, and the decisive actions that could rescue or sink a business like the Tasch task management software.

Navigating the murky waters of potential insolvency, we discuss the lifelines available, from Company Voluntary Arrangements to administration and even liquidation. Vernon imparts wisdom on the delicate art of valuing a distressed business and the transparency required to maintain integrity throughout these complex processes. Learn the nuances of pre-pack administrations, the strategic benefits of restructuring plans, and how to handle the sale of assets with the utmost fairness to all parties involved. This episode is an essential listen for leaders and entrepreneurs seeking to understand the responsibilities and options during the most challenging times of corporate restructuring and insolvency.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Vernon will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Embark on a riveting exploration of financial tightropes and corporate survival tactics with our esteemed guest, Vernon Dennis of Howard Kennedy. Together, we unravel the intricate tests that signal a company's financial health—the cash flow and balance sheet tests—as we share the story of Niklas and his venture, T-App UK Ltd . Through this episode, you're guaranteed to gain invaluable insights into the crucial moments when a director must pivot their focus to creditor interests, and the decisive actions that could rescue or sink a business like the Tasch task management software.

Navigating the murky waters of potential insolvency, we discuss the lifelines available, from Company Voluntary Arrangements to administration and even liquidation. Vernon imparts wisdom on the delicate art of valuing a distressed business and the transparency required to maintain integrity throughout these complex processes. Learn the nuances of pre-pack administrations, the strategic benefits of restructuring plans, and how to handle the sale of assets with the utmost fairness to all parties involved. This episode is an essential listen for leaders and entrepreneurs seeking to understand the responsibilities and options during the most challenging times of corporate restructuring and insolvency.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Vernon will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Lucie Buzzsprout-14297179 Fri, 12 Jan 2024 01:00:00 -1200 1619 1 1 full false Catherine Jewell Examines Different Types of Intellectual Property, their Protection and the Prevention of their Infringement Catherine Jewell Examines Different Types of Intellectual Property, their Protection and the Prevention of their Infringement Unlock the secrets to defending your creative genius on the global stage with Roy Saunders, the visionary behind IBSA, and Catherine Jewell of Beck Greener. Our riveting exchange lays bare the essentials of international IP rights, from the intricacies of territorial laws to the bold strategies for securing your intellectual property as an entrepreneur with global aspirations. We traverse the legal labyrinths in multiple jurisdictions, facing head-on the challenges of asserting ownership and enforcement. This episode is a treasure trove of insight for those looking to fortify their IP arsenal in the competitive arena of cross-border business.

As we scrutinize the high-stakes case of T-App UK Ltd, on the verge of liquidation, and their partnership with a Ukrainian company, Catherine Jewell's expertise shines, demystifying contractual complexities around IP ownership and rights transfer. Discover the pivotal differences between commissioned work and joint development ventures, and grasp the full implications for your IP rights in such collaborations. Our discussion is an essential guide for entrepreneurs and advisors alike, who seek to navigate the IP minefield with confidence and emerge victorious in protecting their most valuable assets.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Catherine will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Unlock the secrets to defending your creative genius on the global stage with Roy Saunders, the visionary behind IBSA, and Catherine Jewell of Beck Greener. Our riveting exchange lays bare the essentials of international IP rights, from the intricacies of territorial laws to the bold strategies for securing your intellectual property as an entrepreneur with global aspirations. We traverse the legal labyrinths in multiple jurisdictions, facing head-on the challenges of asserting ownership and enforcement. This episode is a treasure trove of insight for those looking to fortify their IP arsenal in the competitive arena of cross-border business.

As we scrutinize the high-stakes case of T-App UK Ltd, on the verge of liquidation, and their partnership with a Ukrainian company, Catherine Jewell's expertise shines, demystifying contractual complexities around IP ownership and rights transfer. Discover the pivotal differences between commissioned work and joint development ventures, and grasp the full implications for your IP rights in such collaborations. Our discussion is an essential guide for entrepreneurs and advisors alike, who seek to navigate the IP minefield with confidence and emerge victorious in protecting their most valuable assets.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Catherine will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Lucie Buzzsprout-14297112 Fri, 12 Jan 2024 01:00:00 -1200 1527 1 2 full false Liliya Scott Demystifies Post-Brexit UK Immigration for EU Nationals and Investors Liliya Scott Demystifies Post-Brexit UK Immigration for EU Nationals and Investors Embark on an enlightening journey through the transformed terrain of UK immigration with the astute guidance of immigration expert Liliya Scott. Our conversation peels back the layers of complexity for EU nationals seeking to navigate the post-Brexit landscape, offering a beacon of understanding in the otherwise murky waters of work permissions and visa categories. Entrepreneurs and their families, in particular, will find the insights on the Global Talent visa and its potential for paving a new life in the UK invaluable. Liliya also sheds light on the delicate intricacies involved in relocating a family, ensuring that every listener leaves equipped with knowledge to make informed decisions about their transatlantic leap.

Liliya's expertise doesn't stop at entrepreneurial aspirations; we also dissect the landscape for high-net-worth individuals, delving into the Innovator visa and what the end of certain visa categories means for future UK investments. With an eye to current global events, we offer special insights for Ukrainian nationals seeking refuge and the path to indefinite leave to remain in the UK. Whether you're a skilled worker aiming to bring your talents to British shores, or an individual planning your long-term residency, this episode is a treasure-trove of expertise, made even richer by the anticipation of more riveting discussions at the upcoming May conference. Join us for a session that promises not only to inform but to transform your understanding of the UK immigration process.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

These issues will be examined in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Embark on an enlightening journey through the transformed terrain of UK immigration with the astute guidance of immigration expert Liliya Scott. Our conversation peels back the layers of complexity for EU nationals seeking to navigate the post-Brexit landscape, offering a beacon of understanding in the otherwise murky waters of work permissions and visa categories. Entrepreneurs and their families, in particular, will find the insights on the Global Talent visa and its potential for paving a new life in the UK invaluable. Liliya also sheds light on the delicate intricacies involved in relocating a family, ensuring that every listener leaves equipped with knowledge to make informed decisions about their transatlantic leap.

Liliya's expertise doesn't stop at entrepreneurial aspirations; we also dissect the landscape for high-net-worth individuals, delving into the Innovator visa and what the end of certain visa categories means for future UK investments. With an eye to current global events, we offer special insights for Ukrainian nationals seeking refuge and the path to indefinite leave to remain in the UK. Whether you're a skilled worker aiming to bring your talents to British shores, or an individual planning your long-term residency, this episode is a treasure-trove of expertise, made even richer by the anticipation of more riveting discussions at the upcoming May conference. Join us for a session that promises not only to inform but to transform your understanding of the UK immigration process.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

These issues will be examined in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

]]> Lucie Buzzsprout-14296984 Fri, 12 Jan 2024 00:00:00 -1200 1594 1 3 full false