Actively following the capital markets since 2008. Graduated from University of Vienna Economics program in December 2013. My focus is on: Macro, Event Driven, Distressed, Contrarian, Value Investing, Global Economics. I am publishing investment research articles on Seeking Alpha. Follow me on Twitter: @LewiMacro
We are a tax consulting and company formation firm located offshore in the sunny, tax free Bahamas since 1990. I've formed over 1,030 Bahamian IBCs and 360 Anguilla IBCs since 1990.
◾Anguilla is a UK overseas territory with same tax status as Cayman Islands.
◾All the money and technology to create their offshore registration services came out of London.
◾Anguilla was one of the very first tax havens that adopted an online registry service.
◾QEII is the head of State.
◾Got questions? email firstname.lastname@example.org
The Caribbean tax havens have grown to rival New York and London as a place to hold family assets, and the US FET is one reason why there are so many offshore companies there.
480,000 IBCs in BVI;
100,000 “exempt companies” in Cayman;
45,000 IBCs in the Bahamas;
30,000 cos in Bermuda
25,000 IBCs in Anguilla
None of the Caribbean (tax) havens levy an estate tax.
Nobody is much interested in tax avoidance any more, so I'm posting Tom's Fishing Gallary pictures instead http://bahamasbahamas.com/images/gallery.html
Personal info here https://www.linkedin.com/profile/preview?locale=en_US&trk=prof-0-sb-preview-primary-button
and PFIC / FATCA info for planners https://www.linkedin.com/pulse/new-irs-form-8938-created-fatca-2010-can-filing-avoided-tax-havens?trk=prof-post
JPMorgan/Chase writes on U.S. Estate taxation: "Because stock of a foreign corporation (in a no tax haven) is not subject to U.S. estate tax, holding U.S. situs assets through a foreign corporation constitutes a planning opportunity." http://www.jpmfinancialservices.com/images/PDFs/EstateTaxation.pdf
Long-term investor for most of my stocks. Generally just looking for sound companies that can generate dividends that beat inflation by at least 1.5 - 2.0 points. Reinvest those dividends until retirement, and enjoy!
I do occasionally buy stocks that have suffered hugely in the PR department but still have sound fundamentals (LULU when the shear pants issue came up, AAPL when it was generally agreed upon that they haven't invented anything revolutionary in a while). Assuming there has been appreciable gain, these types of issues can be sold when one of my long-term dividend stocks suffers catastrophic PR events but remains sound fundamentally.