Property Ownership & Estate Planning:
Owning property in the
U.S.A. subjects your estate to U.S. estate tax. This tax must be paid at your
death. We can assist in lessening this impact. Also, individual
state laws must be taken into consideration when making decisions about
designating heirs.
Retirement Planning:
If you plan to
retire in the United States, we can help develop an American
retirement program which will provide for a continued comfortable living style.
Immigration & Income Tax Planning:
Tax planning is vital
if you are
planning
to immigrate to the U.S.A. or planning on becoming a permanent
resident.
Transferring Investments:
Moving money to the USA and
exposing them to U.S. income tax needs careful consideration. We have been able to utilize
offshore tax deferred
annuities to keep these investments out of the active tax system until such time that they are needed.
Life Insurance:
We probably have more calls for our services in this area
than any other. American life insurance companies tend to have the most
competitive products in the world and through our relationships with top
American companies we can offer life insurance protection at a fraction of
the cost
of what you may be paying now.
Savings of 50% or more is not unusual.
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Global Health Insurance:
International health and travel insurance are primary concerns for the entire
international community. Making sure you have premium coverage and choices in
your medical care-including location of care-prevents situations in which
you would be required to accept substandard or questionable providers.
Instant Quotes
Non-American Spouse:
There are a number of areas in your financial plan which are unlike those of the
typical American couple. Taxes, inheritance, beneficiary entitlement and much
more are impacted by U.S. government laws dealing with the non-American spouse.
Find out how to protect yourselves from expensive planning mistakes.
Contact us with your enquiries.
