47 episodes

Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.

My name is Jimmy Sexton, LL.M. I’m the founder and CEO of Esquire Group, a recognized international tax and wealth planning expert, and a regular Bloomberg contributor.

The truth is most international tax and wealth planning advisors have spent their careers behind a desk. But I practice what I preach. I’ve built my own multinational business, put structures in place to protect my own wealth, and expatriated from the U.S. Textbooks are not a replacement for having skin in the game.

Most HNWIs know there are beneficial tax strategies they aren’t using and that they should put their wealth in a structure to grow it, protect it, and pass it on to their heirs in a tax-efficient manner. But they don’t know where to start or who to trust.

I’ll show you the innovative strategies I use to help myself and my clients achieve unparalleled asset protection, privacy, estate planning, succession planning, and tax benefits.

To me, the most important thing wealth provides is freedom, which is why securing it is vital. I’ll show you how.

Wealth Uncensored Esquire Group LLC

    • Business
    • 5.0 • 2 Ratings

Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.

My name is Jimmy Sexton, LL.M. I’m the founder and CEO of Esquire Group, a recognized international tax and wealth planning expert, and a regular Bloomberg contributor.

The truth is most international tax and wealth planning advisors have spent their careers behind a desk. But I practice what I preach. I’ve built my own multinational business, put structures in place to protect my own wealth, and expatriated from the U.S. Textbooks are not a replacement for having skin in the game.

Most HNWIs know there are beneficial tax strategies they aren’t using and that they should put their wealth in a structure to grow it, protect it, and pass it on to their heirs in a tax-efficient manner. But they don’t know where to start or who to trust.

I’ll show you the innovative strategies I use to help myself and my clients achieve unparalleled asset protection, privacy, estate planning, succession planning, and tax benefits.

To me, the most important thing wealth provides is freedom, which is why securing it is vital. I’ll show you how.

    Real Advice vs. Online Noise: The State of International Tax Advisory

    Real Advice vs. Online Noise: The State of International Tax Advisory

    Today my guests: U.S. international tax attorneys Virginia La Torre Jeker and John Richardson and I discuss the importance of seeking advice from true experts in the international tax advisory industry.
    We highlight the differences between professionals trained to report versus those trained to analyze and interpret complex tax laws, emphasizing the value of legal backgrounds for strategic tax advice.
    Together we address the challenges qualified advisors face in being undervalued due to abundant free online information and consultations. It offers tips on distinguishing knowledgeable advisors from less qualified ones, stressing the importance of valuing true expertise for the best financial advice.
     
    You can connect with our guests via LinkedIn :
    Virginia La Torre Jeker 
    John Richardson

    • 42 min
    Best Estate Planning Practices for Foreign Investors in the US

    Best Estate Planning Practices for Foreign Investors in the US

    In this episode, we're joined by attorney Mike Abel, LL.M. from Abel Law Group, an expert in estate planning and asset protection. Together, we dive deep into the critical topic of estate planning for foreign investors in the US.
    Mike and I explore what happens to your assets when you pass away without a will, with a foreign will, with a US will, and with a US living trust. We break down the pros and cons of each option, providing clear and practical advice to ensure your investments are protected and your legacy is secured. Whether you're investing in US real estate or other assets, understanding the intricacies of estate planning is crucial to safeguard your wealth and ensure a smooth transition for your heirs.
    Tune in to learn about the best strategies for estate planning, the potential pitfalls to avoid, and how to choose the right tools to suit your unique situation as a foreign investor.

    • 21 min
    Navigating Italy’s Flat Tax Regime

    Navigating Italy’s Flat Tax Regime

    In this episode, I talk to Italian tax attorney, Walter Andreoni, who gives us the ins and out of the Italy’s flat tax regime, how to qualify for it, and how to get set up on it.
    HNWIs throughout the world are looking for tax advantaged places to live. To fill the demand, several countries, even traditionally high-tax countries, like Italy, are offering special tax regimes to attract wealthy residents.
    How the regimes work vary from country to country. Some countries require you to invest in the country, for example, while others require you to pay a flat tax.
    Italy’s flat tax regime basically works like this. You pay a flat annual income tax of EUR 100,000 and most non-Italian income is exempt from Italian income tax. You are also exempted from Italian inheritance tax on non-Italian assets.
     

    • 29 min
    The U.S. Beneficial Owner Register Explained

    The U.S. Beneficial Owner Register Explained

    Jimmy and attorney Mike Abel dissect the newly established U.S. Beneficial Owner Information Register, a critical component of the Corporate Transparency Act.
    In this episode, they explore the requirements of the register, detailing what information must be reported, the deadlines for submission, and who falls under the requirement to report.
    Mike Abel provides expert insights into identifying individuals with substantial control, navigating complex ownership structures, and understanding the penalties for noncompliance.
    Whether you're a business owner, legal advisor, or just keen on the nuances of U.S. corporate law, this episode offers a thorough breakdown of how the act impacts corporate transparency and compliance obligations.

    • 29 min
    Adapting to the UK Non-Dom Regime Updates

    Adapting to the UK Non-Dom Regime Updates

    In this episode, Jimmy Sexton, together with Dmitry Zapol, a UK tax advisor, delves into the complexities and impending changes of the UK non-dom regime. With Dmitry’s 15 years of expertise in international tax planning, they discuss the nuances between current proposals and established laws, shedding light on common misconceptions. They explore the implications for high-net-worth and ultra-high-net-worth individuals, including tax residency, domicile, and the potential abolition of the non-dom regime.
     
    The episode also covers strategies like protected settlements and the benefits of the current tax regime for entrepreneurs. Additionally, they analyze the contrasting political proposals that could reshape the future of the non-dom regime and discuss strategic relocation options for non-doms considering tax advantaged living in other countries. This episode is a must-listen for anyone interested in understanding the intricate dynamics of UK taxation and how they might evolve.

    • 26 min
    Breaking Down Relocation Abroad for Americans with David Lesperance Part 2

    Breaking Down Relocation Abroad for Americans with David Lesperance Part 2

    In 2nd episode in our series with David Lesperance we discuss the ultimate step in global mobility (and tax savings): renouncing U.S. citizenship. Uncover the motivations behind this significant decision, from taxation to personal freedom, and learn the legal requirements for making the transition.
    Remember, you can’t expatriate without a second citizenship. In this episode explore the ways of securing one and tax implications of expatriation as well how to protect your assets and save taxes using foreign trusts and foundations post-expatriation
     

    • 21 min

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