Shows / Offshore Tax with HTJ.tax
Offshore Tax with HTJ.tax
- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax
Episodes
- Offshore Tax with HTJ.tax
Portugal Taxes Worldwide Income — Here’s What That Means
Becoming a tax resident in Portugal doesn’t just change your address—it changes your entire tax universe. Once you’re classified as a Portuguese tax resident…
- Offshore Tax with HTJ.tax
The Best Month to Move to Portugal — Tax Experts Explain
When is the smartest time to move to Portugal from a tax perspective? Timing your move can make the difference between a seamless transition and a year of…
- Offshore Tax with HTJ.tax
Owning Property in Portugal: Does It Make You a Tax Resident?
Owning property in Portugal doesn’t automatically make you a tax resident — but it can create financial obligations you need to understand. In this episode, we…
- Offshore Tax with HTJ.tax
Portugal’s Split-Year Rule: How Tax Residency Really Works
Portugal’s tax system includes a split-year rule — an important provision for anyone moving into or out of the country. Instead of being taxed as a full-year…
- Offshore Tax with HTJ.tax
When Does Income Become Taxable in Portugal?
Tax residency is the key factor that determines when your income becomes taxable in Portugal. While the 183-day rule is the most widely recognized test…
- Offshore Tax with HTJ.tax
PORTUGAL’S EVOLVING TAX LANDSCAPE - OCTOBER 2025
Portugal’s tax landscape is entering a new phase of transition. While the previous government focused on the housing crisis and tightening tax benefits for…
- Offshore Tax with HTJ.tax
Banking in Cyprus
Banking in Cyprus has a complex history, shaped by a dramatic crisis and a remarkable transformation. The Cypriot banking sector has emerged from that period…
- Offshore Tax with HTJ.tax
Cyprus Personal Tax Residency Explained
In this episode, we unpack the rules that determine personal tax residency in Cyprus, one of the most sought-after jurisdictions for individuals looking to…
- Offshore Tax with HTJ.tax
Cyprus Trusts for Non-Residents
In this episode, we explore why Cyprus has become one of the most attractive jurisdictions for establishing international trusts, particularly for…
- Offshore Tax with HTJ.tax
Non-Resident Cyprus Companies: The New Reality
In this episode, we explore how Cyprus’s new defensive tax measures are reshaping the landscape for non-resident companies. These measures, including a General…
- Offshore Tax with HTJ.tax
Cyprus - GAAR: Capturing Non-Genuine Transactions
In this episode, we explore the General Anti-Abuse Rule (GAAR) introduced in Cyprus under the EU’s Anti-Tax Avoidance Directive (ATAD). The GAAR serves as a…
- Offshore Tax with HTJ.tax
Cyprus Anti-Avoidance Rules - CFCs
In this episode, we unpack Cyprus’s Controlled Foreign Company (CFC) Rule — a key anti-avoidance measure that ensures profits shifted to low-tax jurisdictions…
- Offshore Tax with HTJ.tax
Cyprus and the Interest Limitation Rule
In this episode, we break down Cyprus’s Interest Limitation Rule (ILR) — a cornerstone of the EU’s Anti-Tax Avoidance Directive (ATAD) framework.The rule is…
- Offshore Tax with HTJ.tax
Cyprus and Blacklisted Jurisdictions
In this episode, we explore Cyprus’s new defensive tax measures targeting payments to low-tax and EU-blacklisted jurisdictions, set to take effect from 1…
- Offshore Tax with HTJ.tax
Cyprus Non-Dom Regime Explained
In this episode, we unpack Cyprus’s Non-Domicile (Non-Dom) tax regime — one of the most strategic tax residency options in Europe for high-net-worth…
- Offshore Tax with HTJ.tax
How Portugal Taxes Trust Income
In this episode, we break down Portugal’s newly updated list of “tax haven” jurisdictions for 2025, which now excludes Hong Kong, Liechtenstein, and Uruguay…
- Offshore Tax with HTJ.tax
Portugal’s 2025 Blacklist Update
In this episode, we break down Portugal’s newly updated list of “tax haven” jurisdictions for 2025, which now excludes Hong Kong, Liechtenstein, and Uruguay…
- Offshore Tax with HTJ.tax
Self-Directed IRAs (SDIRA) and Golden Visas
In this episode, we explore how U.S. investors are using Self-Directed IRAs (SDIRAs) to participate in Golden Visa programs across Europe — particularly in…
- Offshore Tax with HTJ.tax
Wyden Draft Bill: An Existential Threat to the PPLI Industry
The Wyden Draft Bill, formally part of the Modernization of Derivatives Tax Act discussion, poses a potential existential threat to the Private Placement Life…
- Offshore Tax with HTJ.tax
One Big Beautiful Bill Act Aligns U.S. International Tax Rate with Global Norms
The One Big Beautiful Bill Act (OBBBA) represents one of the most significant shifts in U.S. international tax policy since the 2017 Tax Cuts and Jobs Act…
- Offshore Tax with HTJ.tax
One Big Beautiful Bill Act (OBBBA) - No More Uncontrolled Downward Attribution?
When the Tax Cuts and Jobs Act (TCJA) repealed section 958(b)(4) back in 2017, it unleashed chaos across the cross-border tax landscape. The repeal allowed…
- Offshore Tax with HTJ.tax
One Big Beautiful Bill Act (OBBBA) - From GILTI to NCTI
The One Big Beautiful Bill Act (OBBBA) quietly rewrote one of the most consequential areas of U.S. international tax — rebranding GILTI (Global Intangible…
- Offshore Tax with HTJ.tax
Millionaire Flight Narrative
In 2024, headlines screamed of a millionaire “exodus” from the UK and other countries—10,900+ news pieces carried the story. The supposed flight of the rich…
- Offshore Tax with HTJ.tax
How Advisors Protect Themselves by Informing Clients
When does technical advice cross into criminal risk—and how can advisors protect themselves?If an advisor tells a U.S. client:“Yes, Svalbard’s unique status…
- Offshore Tax with HTJ.tax
Advisor Liability Under FATCA
Can an advisor get into trouble for giving technically true—but incomplete—advice? Under FATCA, the answer is yes.Take the example of Svalbard. Norway has a…
- Offshore Tax with HTJ.tax
Is It Illegal to Avoid FATCA?
Owning foreign accounts or assets isn’t illegal, and it’s not inherently unlawful to fall outside FATCA’s scope. The real issue is knowing what counts as a…
- Offshore Tax with HTJ.tax
What Is an Expanded Affiliated Group (EAG) in FATCA
An Expanded Affiliated Group (EAG) is defined under Code section 1504(a) and Treas. Reg. §1.1471-5(i). It generally means one or more chains of entities…
- Offshore Tax with HTJ.tax
CRS vs FATCA: Open Loopholes
Between 2017 and 2019, the OECD published FAQs and addendums to CRS to close loopholes—such as residence by investment, broad-based retirement plans, nil-value…
- Offshore Tax with HTJ.tax
Non-Participating Financial Institutions - FATCA vs CRS
CRS and FATCA treat non-participating institutions very differently. Under CRS, non-participating Investment Entities are classified as Passive NFEs, meaning…
- Offshore Tax with HTJ.tax
The Major Flaw in CRS and FATCA
Financial institutions do not report on account holders that are themselves financial institutions. This enables chains of entities, with each level classified…
- Offshore Tax with HTJ.tax
UAE Foundations
The UAE has become a leading hub for Foundations, especially in DIFC, ADGM, and RAK ICC. These structures blend trust-like asset protection with company-style…
- Offshore Tax with HTJ.tax
UK Trust Structures - Privacy and Asset Protection
UK trust structures offer unique privacy and asset protection benefits. Unlike the FATF model, the UK relies on the Person of Significant Control (PSC)…
- Offshore Tax with HTJ.tax
The Legal Test for a Sham Trust
A sham trust occurs when a trust exists on paper but is not intended to operate genuinely. Key indicators include the settlor retaining excessive control…
- Offshore Tax with HTJ.tax
Offshore Financial Centers - 4 Take-aways
Offshore jurisdictions remain an important part of global finance, offering tax efficiency, privacy, and asset protection. But evaluating them requires more…
- Offshore Tax with HTJ.tax
Ranking Offshore Jurisdictions: Criteria and Realities
Offshore jurisdictions are often associated with secrecy and tax advantages—but the reality is more nuanced. These countries and territories provide favorable…
- Offshore Tax with HTJ.tax
The Global Financial Centres Index (GFCI)
The Global Financial Centres Index (GFCI) is one of the most influential benchmarks for evaluating financial hubs worldwide. GFCI 37 ranked 119 centres…
- Offshore Tax with HTJ.tax
Comparing the New Zealand Foreign Tax Exempt Trust
New Zealand’s tax system treats trusts according to the residence of the settlor. Under section CW 54 of the Income Tax Act 2007, resident trustees can access…
- Offshore Tax with HTJ.tax
Getting a Madagascar Residence Permit? - Avoid Shortcuts in Legal Processes
When applying for a residence permit in Madagascar, avoid shortcuts that could cost you time and money. Always start with official government sources for…
- Offshore Tax with HTJ.tax
Banking in Madagascar Overview
Madagascar’s banking sector is small but highly concentrated. Of the 13 commercial banks, 11 are subsidiaries of foreign institutions, with four banks…
- Offshore Tax with HTJ.tax
Madagascar – Social Charges
In Madagascar, the Caisse Nationale de Prévoyance Sociale (CNaPS) oversees social security contributions for both private and public sector employees…
- Offshore Tax with HTJ.tax
Personal Income Tax in Madagascar
Madagascar does not use a progressive income tax system like many Western countries. Instead, it relies on withholding and presumptive taxes. Employees are…
- Offshore Tax with HTJ.tax
VAT in Madagascar Explained
Episode Description:VAT—known locally as Taxe sur la Valeur Ajoutée (TVA)—is one of the most important indirect taxes in Madagascar. In this episode, we break…
- Offshore Tax with HTJ.tax
Corporate Income Tax in Madagascar
Understanding Madagascar’s corporate tax framework is essential for both local entrepreneurs and international investors. In this episode, we break down the…
- Offshore Tax with HTJ.tax
Compliance Rules for SA Entities in Madagascar
Operating a Société Anonyme (SA) in Madagascar comes with a comprehensive compliance framework. In this episode, we break down the legal, financial, and…
- Offshore Tax with HTJ.tax
SA vs. SARL in Madagascar: Key Differences
Choosing the right business structure in Madagascar can make a huge difference for growth, liability, and compliance. In this episode, we compare SARL (Limited…
- Offshore Tax with HTJ.tax
SARL, SA, and Civil Companies in Madagascar
Starting a business in Madagascar begins with choosing the right legal structure. In this episode, we break down the three most common company types—SARL, SA…
- Offshore Tax with HTJ.tax
Investor Visa Madagascar: Key Tips from an Accountant
Applying for Madagascar’s investor visa is just the first step—staying compliant with local regulations is where many expats face their biggest challenges. In…
- Offshore Tax with HTJ.tax
Helping Foreigners Do Business in Madagascar
Doing business in Madagascar as a foreigner comes with unique financial, tax, and compliance challenges. In this episode, we explore the critical role…
- Offshore Tax with HTJ.tax
Owning Property in Madagascar as a Foreigner
What You’ll Learn in This Episode:🏠 Ownership RestrictionsForeigners cannot own land outright (freehold) in Madagascar.Why property ownership remains…
- Offshore Tax with HTJ.tax
Exploring Madagascar: Where to Begin
Madagascar is unlike anywhere else on Earth—home to unique wildlife, otherworldly landscapes, and rich cultural experiences. In this episode, we highlight the…
- Offshore Tax with HTJ.tax
From France to Madagascar: Adjusting to Change
Moving from a highly developed country like France to Madagascar brings both excitement and real challenges. In this episode, we explore the practical…
- Offshore Tax with HTJ.tax
Madagascar in the Indian Ocean Context
Madagascar may be classified as a Least Developed Country (LDC), but its vast potential sets it apart within the Indian Ocean region. In this episode, we place…
- Offshore Tax with HTJ.tax
Expat life in Madagascar
What’s it really like to live as an expat in Madagascar? In this episode, we explore the island’s extraordinary biodiversity, rich cultural traditions, and the…
- Offshore Tax with HTJ.tax
Plan B Madagascar: How to Apply
Dreaming of a Plan B in Madagascar? In this episode, we break down the step-by-step process of applying for Madagascar’s investor visa, also known as the…
- Offshore Tax with HTJ.tax
Residency Through Investment in Madagascar
Madagascar isn’t just a dream destination for travelers—it’s also an emerging option for foreign nationals seeking residency through investment. In this…
- Offshore Tax with HTJ.tax
From France to Madagascar: A New Chapter
What’s it really like to trade life in Europe for life on an island nation like Madagascar? In this episode, we explore the advantages of expat life in…
- Offshore Tax with HTJ.tax
Beyond Popularity: Ranking Offshore Jurisdictions
Not all offshore financial centers are created equal. While some attract attention for their popularity, real decision-making requires a deeper look at the…
- Offshore Tax with HTJ.tax
How is FATCA and CRS Changing How Trust is Earned or Avoided
With global trust levels in decline, particularly between governments and the governed, new initiatives like FATCA, CRS, CARF, and EU-specific rules have…
- Offshore Tax with HTJ.tax
Privacy Is Dead: The Reality of FATCA, CRS, and Leaks
Financial privacy as we once knew it is gone. With global information-sharing agreements and recurring leaks, true financial secrecy has become nearly…
- Offshore Tax with HTJ.tax
Why the “Trust First Economy” Isn’t New
Nobel Laureate Kenneth Arrow once said that every economic transaction carries an element of trust. Decades later, that truth remains—but in today’s climate…