A FGT is typically used when a non-US tax resident wishes to benefit US tax residents through a trust. For example, a Singaporean resident wishes to create a trust to benefit her grandchildren who are US residents. …


If you’ve been following my posts recently it will come as no surprise that I’m returning to one of the hot topics of the moment: the BVI. As a tax haven of sorts for many decades, the BVI has often been seen as a soft touch by regulators. The problem…


Even a cursory glance at tax minimization and asset protection will bring up those 3 little letters: BVI, but what do you really need to know about investing through the British Virgin Islands? Over the years we’ve seen a gradual tightening on the activities of high net worth individuals, as…


The moment you start to look into how to protect your assets and safeguard your income in a long term, sustainable way, you’ll encounter trusts. They are everywhere you look, people will assume you understand the basics, and many articles won’t stop to explain the fundamentals. …


Being a trustee is something that involves a large amount of reporting and filing obligations that you may not have a clear idea about. With the introduction of the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) it has become increasingly difficult for new trustees to…


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With the pandemic showing little sign of ending any time soon on a global scale, and only some local regions beginning to experiment with relaxing their rules, uncertainty is very much the word of the day.

The problem with uncertainty is that it leads to anxiety, herd dynamics and a…


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US Expatriation Explained: Simplifying Tax & Financial Planning

In today’s world there are no shortage of reasons why high-net worth individuals and their families would move from one country to another. For families with US citizen and US Green Card holders it is far more complicated. …


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During 2020, did the trustee add a new US beneficiary ?

Here’s What That Means in 2020…

We all want to plan for the future, leave something for the next generation and do it in a way that makes sound financial sense. The problem is that doing it can be…


When you want to protect your assets against taxation and ensure your wealth passes down the generations, you’ll inevitably run into the idea of the trust. It’s a powerful financial tool which allows you to safeguard your assets in a legal and transparent way, but it can be a complicated…


Photo by Pedro Lastra on Unsplash

When you’re faced with the issue of cross-border tax and it’s various pitfalls, it can be hard to know what to do next. Foreign grantor trusts are a commonly used solution, and this article will introduce you to the basics you need to know.

What are they?

A Foreign Grantor…

Matthew Ledvina

US Tax Partner at Helm Advisors — Partnering with families, their businesses and their advisors on international tax and wealth planning matters

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