The IBSA Club Podcasts

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. 

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. 

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. 

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 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.  

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.

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.

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.

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. 

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.