The IBSA Podcasts

Lucie
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IBSA podcasts contain information from a global community of entrepreneurs and professional advisors dealing with international business structuring and regulatory compliance.   Hosted by Roy Saunders, who has over 50 years’ experience within the financial sector, these podcasts delve into enlightening conversations with a wide range of leading professionals aiming to demystify the complex world of business and provide invaluable insights to help listeners deal with various complex technical matters to best support their business and clients. Disclaimer: We believe the information in this podcast to be correct at the time of recording.  The information given is relevant at the time in line with governmental legislations.  Competent counsel in the jurisdiction(s) whose laws are involved should be consulted.  The podcast is made available by the IBSA for educational purposes only and to provide general information. The information should not be used or relied upon as a substitute for competent legal advice from a licensed professional in your jurisdiction.

  1. International Succession Planning

    JAN 16

    International Succession Planning

    What happens when a globe-spanning family fortune meets the realities of modern tax, law, and succession planning? In this episode, an international panel of experts unpacks a compelling case study centred on a fictional entrepreneurial patriarch facing the ultimate question: how to pass on a complex mix of business interests, property, and personal wealth to the next generation — smoothly, fairly, and tax-efficiently. Drawing on perspectives from tax advisers, onshore and offshore legal counsel, and investment specialists, the panel takes listeners inside the family’s existing wills, trusts, and pension arrangements, spotlighting potential inheritance tax pitfalls and the challenges of cross-border planning, including continental forced-heirship rules. The conversation ranges widely across key international issues, from wealth and estate taxes in several EU jurisdictions and the US, to the treatment of overseas property holdings. The panel also examines how measures announced in the latest Budget could reshape the family’s planning, and what structural changes may be needed to keep their investment strategy aligned with an evolving legal and tax landscape. Beyond the numbers, the discussion delves into the human side of succession — exploring the tensions that can arise between family members and offering practical strategies for anticipating, managing, and mitigating conflict to ensure a lasting legacy. Whether you advise international families or are part of one yourself, this episode offers valuable insights into the realities of long-term, cross-border succession planning in an increasingly complex world.

    1h 6m
  2. A Dive into Dubai's Tax-Free Living and Residency Options

    07/29/2024

    A Dive into Dubai's Tax-Free Living and Residency Options

    Curious about how Dubai could be the perfect escape from the UK’s new tax changes? Tune in to our latest IBSA podcast episode as Roy Saunders sits down with tax expert Jimmy Sexton from Esquire Group in Dubai. Discover why Dubai is a haven for the wealthy with no personal income tax, low or no corporate income tax, and easy pathways to residency through employment or investment. Jimmy shares his personal journey of living in Dubai for the past eight years, shedding light on the city's exceptional healthcare, top-tier education, and vibrant lifestyle. Listen to Roy and Jimmy break down the various visa options, including the sought-after golden visa for a relatively inexpensive real estate investment. Learn what it takes to become a tax resident in the UAE and how this dynamic city offers a blend of luxury and convenience that is hard to match. Whether you're pondering the tax implications or curious about the day-to-day living standards, this episode is your comprehensive guide to understanding why Dubai could very well be your next home. 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.

    14 min
  3. Understanding Cyprus: Tax Benefits, Residency Rules and Wealth Planning Insights

    07/26/2024

    Understanding Cyprus: Tax Benefits, Residency Rules and Wealth Planning Insights

    What if relocating to Cyprus could offer you a more favourable tax regime than your current country? Learn the ins and outs of Cyprus' unique tax benefits in our latest episode featuring Alexis Christodoulou, a South African lawyer specialising in Cypriot and international tax law at Elias Neocleous & Co. We dive into the evolving political landscape in the UK and its potential tax implications, particularly for those considering a move. Alexis guides us through the 183-day rule and the more nuanced 60-day test, explaining how you can qualify as a tax resident in Cyprus and the significant advantages that come with it. From entrepreneurs to employees and private individuals interested in tax and wealth planning, this episode is packed with valuable insights. Understand how Cyprus compares to other countries offering similar tax benefits, and how its tax residency rules could benefit you. With over 15 years of experience having an office in Cyprus, our host Roy Saunders, founder and chairman of the International Business Structuring Association, shares his firsthand knowledge of the island's lifestyle and tax regime. Tune in to discover how to navigate the tax landscape and make the most of Cyprus’s favourable conditions. 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.

    17 min
  4. International Relocation Tax Benefits: Why Malta Stands Out

    07/26/2024

    International Relocation Tax Benefits: Why Malta Stands Out

    Could Malta be the effective tax haven UK wealthy individuals may choose to emigrate to? Join us as we unravel the intricacies of establishing tax residency in this Mediterranean gem with the expertise of Geraldine Schembri and David Borg. You'll discover how Malta's flexible requirements, which prioritize intention and personal ties over the number of physical days spent in the country, could be beneficial for both EU and non-EU nationals. We’ll discuss the advantages of Malta's tax system, including the absence of inheritance tax and favourable conditions for non-domiciled residents, making it an attractive option for those considering relocation due to tax concerns. In this episode, we also tackle the notable comparison between Malta's tax policies and the UK's evolving non-dom rules. Geraldine and David provide a clear understanding of how Malta stands out, especially for those wary of the UK's statutory residence test introduced in 2013. With deep insights into tax strategies and the nuances of international relocation, this episode offers indispensable knowledge for anyone navigating the complex world of tax residency. Don't miss this enlightening discussion that could reshape your approach to international tax planning. 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.

    14 min
  5. Unlocking Tax Benefits for New Immigrants in Israel

    07/26/2024

    Unlocking Tax Benefits for New Immigrants in Israel

    Considering the tax benefits as a new immigrant to Israel with insights from international tax lawyer George Rosenberg and his senior associate, Maya Saphier. Learn how Israel's generous 10-year exemption on foreign income and capital gains can allow you to own foreign companies without triggering standard Israeli tax liabilities, as long as the control of these companies remains outside Israel. George explains that there is no inheritance tax in Israel, except for capital gains tax on inherited real estate, and delves into the nuanced criteria for achieving tax residency, emphasising the importance of Jewish faith or familial ties to a Jewish immigrant. George explains the unique challenges non-Jews face in securing permanent residency, the lack of investor or golden visas, and the potential future impacts of governmental policy shifts on tax regulations. Additionally, gain a deeper understanding of trust taxation, including the surprising tax neutrality on trusts managed by Israeli trustees with foreign settlors and beneficiaries. Don't miss out on this comprehensive guide that simplifies complex tax rules and helps you navigate your financial future in Israel. 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.

    16 min
  6. Exploring Switzerland: Tax Benefits, Quality of Life, and Financial Stability

    07/23/2024

    Exploring Switzerland: Tax Benefits, Quality of Life, and Financial Stability

    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.

    15 min
  7. Understanding Spain's Beckham Rule and Golden Visa Programme

    07/23/2024

    Understanding Spain's Beckham Rule and Golden Visa Programme

    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.

    16 min
  8. Navigating Italy's Attractive Tax Landscape

    07/23/2024

    Navigating Italy's Attractive Tax Landscape

    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.

    19 min
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About

IBSA podcasts contain information from a global community of entrepreneurs and professional advisors dealing with international business structuring and regulatory compliance.   Hosted by Roy Saunders, who has over 50 years’ experience within the financial sector, these podcasts delve into enlightening conversations with a wide range of leading professionals aiming to demystify the complex world of business and provide invaluable insights to help listeners deal with various complex technical matters to best support their business and clients. Disclaimer: We believe the information in this podcast to be correct at the time of recording.  The information given is relevant at the time in line with governmental legislations.  Competent counsel in the jurisdiction(s) whose laws are involved should be consulted.  The podcast is made available by the IBSA for educational purposes only and to provide general information. The information should not be used or relied upon as a substitute for competent legal advice from a licensed professional in your jurisdiction.

Information

  • Creator
    Lucie
  • Years Active
    2024 - 2026
  • Episodes
    24
  • Rating
    Explicit
  • Copyright
    © 2026 The IBSA Podcasts
  • Show Website
    The IBSA Podcasts