Offshore
The 5 Best Reasons To Move Your Wealth Offshore
Moving assets offshore isn't a new idea. But, in the minds of most Americans, it continues to bear the stigma...
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How An Overseas Citizenship Can Protect Your Wealth
Could Royal Baby Archie be the herald of a new dawn for Americans overseas? I've been following his story with...
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Should You Get An Attorney For Residency In Panama?
A friend in Panama who is connected to the country’s new president is soliciting ideas for improving the country’s immigration...
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An Update On Tax Changes And Qualified Opportunity Zones
The U.S. tax code is nearly 75,000 pages long. That is to say… U.S. taxes are the most complicated in...
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How To Stay Compliant With Offshore Taxes
This month’s issue of my Simon Letter service features my annual review, overview, and update on taxes for the American abroad. The big...
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Five Flags: Comparing Panama And Portugal’s Citizenship, Residency, Real Estate, And Taxes
We Americans tend to dismiss Europe for overseas lifestyle and investment options, thinking this part of the world is too...
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The Three Ways You Can Qualify For Portugal’s Golden Visa
Dozens of countries offer residency- and citizenship-through-investment programs. The United States and Canada, for example, have used these kinds of...
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How And Why To Obtain Ecuadorean Citizenship
Other than for random, one-off real estate investment opportunities, Ecuador has never been high on my list of top offshore...
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Bargain Real Estate And A Warm Welcome In Abruzzo, Italy
Last week's Live and Invest in Italy Conference proved to be an exciting, high-profile affair. Local news stations camped out at the...
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Is Singapore A Suitable Destination For Diversification?
Singapore sits on the path of ancient shipping lanes... which is why it has long been an attractive destination, first...
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A Post-Divorce Plan B That Can Really Stretch Your Nest Egg
In today's world, it can be a good idea to have a backup plan... A game plan for where to...
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Three Important Lessons I Learned Internationalizing My Life
The Biggest Mistake Of My Life Overseas I've been working to internationalize my life for more than two decades. It...
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How To Go Offshore And Diversify Your Life In 5 Simple Steps
5 Steps To Hedge Your Economic Bets And Ensure A Legacy For Your Heirs In the financial world, diversification is...
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Why You Should Diversify Your Life Offshore And How I Started
What Kathleen And I Are Getting Up To In Paris This Week “Think back,” my editor wife counseled... “Why, originally,...
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3 Solid Reasons To Start Investing In The Dominican Republic
The World’s #1 Offshore Haven The Dominican Republic first came onto my radar in 2005. It was the country's undervalued...
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Why An Integrated Lifestyle Overseas Is Your Best Backup Plan
Three Paths To Your Ideal Life Overseas I'm preparing the program for my Offshore Wealth Summit taking place July 25–27 in...
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Why A Plan B Residency In Colombia Should Be Your Plan A
World’s Best Residency Option? I spent the past several months working on a massive expansion and a complete updating of...
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Navigating The World’s Top Residency Options Firsthand
At the opening of every conference we host, I ask a few general questions to get an idea of the...
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Portugal: Europe’s Hidden Gem That’s Getting Harder To Ignore
Ireland, Spain, France, and Italy might all make it into the answers of a Family Feud survey about where people...
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The Offshore Guru’s Guide To Residency And 2nd Citizenship
Freedom... security... special benefits... a reduced cost of living... a new life... a new start... a better retirement... a grand...
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There Are Many Reasons For Going Offshore, Taxes Aren’t One
Last week was the end of the official tax season for Americans. We all got an extra day this year...
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Santo Domingo: Dominican Republic’s Colonial Capital
I've been hanging out in New World cities that Spain built for a long time. Over the past 35 years,...
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Why I Don’t Recommend Offshore Banks Anymore (From An Offshore Expert)
Banking overseas is more challenging today than it's ever been and more challenging all the time thanks to the constantly...
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How Trump’s Tax Changes Impact Americans Offshore
Trump threw us Americans with businesses overseas a curveball in December. His tax changes eliminated the deferred tax status for...
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Why It’s More Urgent Than Ever To Be Diversified Offshore
The key advantage to "going offshore," as we refer to it, is diversification. The very good news is that you...
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3 Solid Reasons To Start Investing In The Dominican Republic
The Dominican Republic first came onto my radar in 2005. It was the country’s undervalued beachfront property that got my...
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Spain And Portugal Offering Passports To Sephardic Descendants
The Spanish began their famous Inquisition in 1478, but it wasn't until the Alhambra Decree in 1492 that the expulsion...
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The 5 Best Places To Go Offshore And Diversify In 2018
World’s Best Backup Residency, Second Citizenship, Tax Cutting, Business, And Banking Options In 2018 The offshore world is ever-changing. Legislation,...
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FEIE Basics
Foreign Earned Income Exclusion Basics The Foreign Earned Income Exclusion (FEIE) is the expat's first, and sometimes only, line of...
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E.U. Blacklists 17 Tax Havens, Another 47 On Gray List
Guess Which Country Isn’t On This New EU Black List? The EU has this week released a short list of...
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Why I’m Applying For Residency In The Dominican Republic
Sneak Peek: Our #1 Pick For Going Offshore In 2018 About 18 months ago I began the process of applying...
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Staying IRS Compliant While Abroad: Dates And Common Q’s
Staying IRS Compliant As An American Abroad It’s tax time again for us Americans. That is, tomorrow, Monday, Oct. 16,...
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Why Residency In Portugal Is Today’s Golden Opportunity
Portugal is hot. I’ve been focusing time and attention on this country for the past two-and-a-half years. My first visit,...
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Rule #1 For Dealing With Offshore “Experts”: Question Everything
The Trouble With Offshore "Experts" Like most countries, France charges a transfer tax when you buy a piece of property....
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Unveiling Our 2018 Live And Invest Overseas Conference Calendar
My Panama City-based team and I spent last week in meetings charting our course through 2018 and beyond. In addition...
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Your Top Live and Invest Overseas Options For 2018 Identified
Each morning this week Lief and I have convened with our Panama City-based Live and Invest Overseas team in the...
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Welcome To Belize: Your All-In-One Offshore Destination
If you’re shopping jurisdictions, trying to choose where to begin (or further) the process of internationalizing your life, one country...
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Our Official List Of The World’s Easiest Residency Programs
5 Best Places To Establish Residency Overseas Live and Invest Overseas' annual Retire Overseas Conference is in full swing here in...
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Why We Always Return To Offshore Real Estate As A Top Asset
These past several days, since last week’s Offshore Wealth Summit in Panama City, Panama, we’ve been discussing the importance in the current...
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Where You Should Be Opening An Offshore Bank Account (And Why)
Yesterday, we discussed your best options for establishing alternative residency, be you a retiree, an investor, or an entrepreneur. At this...
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Don’t Just Sit There! Start Reinventing Your Life Offshore
Listen to the news for 10 minutes these days, and you’re convinced. We all need a backup plan... a strategy...
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The Ideal Destinations For Creating Your Plan B, Discussed
Yesterday we looked at options for forming an offshore structure and wondered: Who needs an offshore structure anyway? Depending on...
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Do You Really Need An Offshore Corporation?
Lief Simon's Offshore Wealth Summit in Panama City this week is built around a series of workshops addressing the key...
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6 Options For Property Investing In Greece + A Big Bonus
If Europe is on your list of places to explore, but you are worried you can’t afford it, a visit...
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Colombia: One Of The World’s Easiest Residency Options
We’re updating our guide to foreign residency and second citizenship. I’m reviewing the final chapters, and the new edition will...
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Highlights From Our 2017 Dominican Republic Conference
The crowd in the room for last week’s Live and Invest in the Dominican Republic Conference (our biggest to date)...
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Moving Assets Offshore: The Best Way To Defend Your Wealth
Moving assets offshore isn’t a new idea. But, in the minds of most Americans, it continues to bear the stigma...
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Why Panama Corporations Are Just Not Worth It Anymore
When I first began spending time and money in Panama some 18 years ago, I remember the local attorneys talking...
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The 6 Rules For Asset Protection And Offshore Real Estate
Years ago, a friend--a smart guy...a guy who'd been around the block...done business all over the world--engaged an attorney to...
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Portugal’s Golden Visa Program Offers Residency And Profit
Obtaining residency in a foreign country can be one of the most valuable benefits of buying real estate abroad. We...
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