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Offshore Tax with HTJ.tax

htjtax
Private Placement Life Insurance
Portugal
Htj.tax
FATCA
France
CRS
Common Reporting Standard
Section 2801
United States
Estate Tax
Cross-Border Taxation
Cross-Border Compliance
OECD
China
PPLI
Tax Planning
Private Placement Life Insurance (PPLI)
Brazil
Automatic Exchange Of Information
Valuation

- 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

PublishesDailyEpisodes1000Founded4 years ago
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Artwork for Offshore Tax with HTJ.tax

Latest Episodes

Client Suitability and Minimum Thresholds for Offshore Planning Structures

These structures are not designed for the average investor. They are intended for ultra-high-net-worth clients with sufficiently significant assets and sufficiently complex c... more

SPV Custodial Structures and CRS Compliance

The analysis of SPV custodial structures is not purely theoretical. In practice, classification questions can become highly technical and may require detailed documentary evidence, legal analysis, and enga... more

Why Svalbard Matters in International Tax Planning

Svalbard is a Norwegian archipelago in the High Arctic, located at approximately 78° north latitude, roughly midway between mainland Norway and the North Pole. Although it forms part of the Kingdom ... more

🎙️ PODCAST SHOWNOTES

Can HMRC Obtain Information from a Svalbard Trustee?

When an offshore trust has a trustee resident in Svalbard, an important enforcement question arises:

How can HMRC obtain information about the trust if it opens a UK tax in... more

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Recent Guests

Sandesh Higde
Business valuer with over 15 years of experience and 1000+ valuations
Independent valuation expert
Episode: The Risks of Valuations That Ignore Economic Reality
Sandesh Hegde
Business valuer with 15+ years of experience
Independent valuer / cross-border advisory
Episode: Valuation as a Tax Reference Point
Alyssa Marie Apple Mabingay Lanungkan
Private client lawyer and accountant
HTJ.tax
Episode: Balancing Client Control and IRS Rules in PPLI
Alyssa Marie Apple Mabingay Lanumkan
Private client lawyer and accountant specialized in complex tax planning
HTJ.tax
Episode: Tax Treatment of Loans vs Surrenders in PPLI
Paula Fleury
Tax and immigration lawyer licensed in Portugal and Brazil
Independent lawyer; works with cross-border clients
Episode: Reporting Covered Gifts and Bequests
Paola Fleury
Tax and immigration lawyer licensed in Portugal and Brazil, specializing in cross-border clients
Independent practitioner / Portuguese and Brazilian licensing
Episode: Hidden French Reporting Obligations for US Citizens
Fernando Del Canto
A Spanish Avogado and qualified Barrister practicing in the UK and Middle East since 2003.
Del Canto Chambers
Episode: Pillar One and Pillar Two Explained
Paola Flurrie
Tax and immigration lawyer licensed in Portugal and Brazil, specializing in cross-border clients.
Advanced American Tax
Episode: Are Foreign Wills Valid for Assets in Portugal?
Paola Flurry
Tax and immigration lawyer licensed in Portugal and Brazil, focusing on cross-border clients
Episode: Taxes and Fees When Buying Real Estate in Portugal

Host

Derren Joseph
Host from HTJ.tax, exploring offshore tax strategies

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How Inheritance Tax Applies to Offshore Property Trusts
Q: Mark, could you summarize how IHT treatment differs between commercial and residential property held offshore?
Commercial property can sometimes be treated as excluded property, making IHT less burdensome, whereas residential property has seen changes since April 2017 that removed some exemptions, especially when UK residential value is attributable to offshore holdings; the overall strategy favors separating legal compartments and careful planning with regard to long-term residence status and reporting obligations.
Can HMRC Obtain Information from a Svalbard Trustee?
Q: Can HMRC compel disclosure by the trustee, let's say, in Svalbard?
Mark Morris explains that while HMRC can leverage information exchange mechanisms and tax treaties in many jurisdictions, Svalbard remains effectively shielded due to its unique treaty status, and there is no general, enforceable compulsory information gathering mechanism against a Svalbard trustee at present; enforcement would require navigating complex treaty and jurisdictional issues, with limited or no direct compulsion under Schedule 36 for offshore trustees that lack UK establishment.
The UK Taxes That Still Apply to Offshore Property Structures
Q: Okay, thanks a lot. So Mark, if someone wanted to reach you to find out more, what's the best way to find you?
You can visit coownershiptrust.com or search Mark Morris with CRS keywords, and you can also connect via LinkedIn in Zurich; a seminar in Mayfair London is also announced.
The Significance of the 25-Investor Threshold in PPLI Reform
Q: If the Democrats gain power, would PPLI be prioritized among immigration, crypto, and other agenda items?
There is skepticism about prioritization given competing issues, but the discussion notes that PPLI could be considered if broader revenue and regulatory reform packages gain traction, especially if it can be bundled with larger legislation.
The Significance of the 25-Investor Threshold in PPLI Reform
Q: What chance do we see that there is a Democratic majority in both houses and the White House?
The guest outlines that while a Democratic majority could shift priorities, there are constitutional and political challenges; however, the mere possession of a broader coalition could elevate PPLI on a reform list if priorities realign, though the likelihood depends on broader political dynamics and other competing issues.

Audience Metrics

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Frequently Asked Questions About Offshore Tax with HTJ.tax

What is Offshore Tax with HTJ.tax about and what kind of topics does it cover?

The show features deep-dive conversations with technical experts on international tax, cross-border planning, and offshore structures, often tying complex regulatory concepts to practical guidance for high-net-worth individuals, multinational entrepreneurs, and advisory professionals. Episodes frequently center on CRS/AEI regimes, offshore trusts, valuation in cross-border contexts, and evolving US tax rules that affect global planning. A standout pattern is the consistent engagement of industry specialists who can translate dense policy and regulatory changes into actionable strategies for listeners navigating relocation, asset protection, and international structuring. The format tends to pair the host's knowledge of HTJ.tax with guests w... more

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1. The Essential Tax Podcast

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Offshore Tax with HTJ.tax launched 4 years ago and published 1000 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Offshore Tax with HTJ.tax?

Recent guests on Offshore Tax with HTJ.tax include:

1. Sandesh Higde
2. Sandesh Hegde
3. Alyssa Marie Apple Mabingay Lanungkan
4. Alyssa Marie Apple Mabingay Lanumkan
5. Paula Fleury
6. Paola Fleury
7. Fernando Del Canto
8. Paola Flurrie

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