Discover where financial privacy still exists in today’s transparency-driven world. In this episode of Wealth Uncensored, we break down the impact of beneficial ownership registers, their role in tracking financial data, and why they were initially introduced. Learn how these changes have affected privacy for high-net-worth individuals, and why man…

In this episode of Wealth Uncensored, we tackle the essential topic of preparing heirs for wealth transition with Amy Castoro from The Williams Group. With $128 trillion expected to transfer between generations in the next 20 years, the stakes are high. It's not just about having the best estate plan or trusts in place – the real challenge is prepa…

Save thousands on income taxes with this overlooked strategy for business owners. This video breaks down income splitting using trusts and shows how distributing income to family members or other beneficiaries can reduce your overall tax burden. Learn the basics, avoid common pitfalls, and take control of your financial future with this simple, eff…

Preparing the next generation for inherited wealth is about more than just financial literacy. It’s about passing on values, principles, and a vision for responsible stewardship. In this episode of Wealth Uncensored, we discuss why education is crucial to preserving family legacies across generations. Learn strategies to teach heirs about trust str…

Billionaires like Warren Buffett often make headlines for donating massive wealth to charity. While this generosity seems purely philanthropic, there’s a tax-saving strategy behind it. Estate taxes on fortunes over $13.61 million in 2024 can reach 40%, prompting wealthy individuals to use private foundations to minimize taxes. These foundations all…

Are you a U.S. taxpayer considering offshore strategies to save on taxes? The reality might surprise you—offshore isn’t the tax haven it used to be for Americans. In this episode of Wealth Uncensored, I sit down with attorney Toby Mathis of Anderson Advisors to break down why offshore tax strategies don’t work for U.S. citizens and what you can do …

In this episode of Wealth Uncensored, we sit down with Dr. Marcel Kieber of Expeerius to explore Switzerland’s flat tax regime—a compelling option for high-net-worth individuals (HNWIs) seeking tax-advantaged residency, especially after the UK’s recent abolition of the non-dom regime. Dr. Kieber provides an expert breakdown of how the flat tax work…

Understanding US estate tax for non-resident aliens is essential if you own US assets and aren't a US citizen or resident. Don't let the surprise be a hefty tax bill up to 40% on your US assets. This video breaks down what you need to know about what gets taxed—I give a detailed list of different types of US assets and explain which are subject to …

In this episode of Wealth Uncensored, we dive into a crucial strategy for entrepreneurs considering an exit from their company: changing tax residency to reduce or eliminate capital gains taxes. While moving to a low or no capital gains tax country can be a powerful way to protect your wealth, it requires careful planning and timing. We discuss the…

Dive into the gripping story of an heir whose $13 billion fortune seems to have vanished. Could you imagine your wealth disappearing overnight? Discover how shares in Hermes were issued in bare form, meaning whoever held them physically owned them—like carrying $13 billion in cash! Sounds like a secure investment, right? Wrong. Don’t find yourself …

In this episode of Wealth Uncensored, we dive into the critical topic of tax compliance for people looking to expatriate. I discuss why being tax compliant is essential before expatriating to avoid becoming a “covered expatriate” subject to the exit tax, and why it’s important even if you will be a covered expatriate for other reasons. Learn how no…

Discover essential insights into private trust company and foundation governance in this episode of "Wealth Uncensored" with host Jimmy and guest David Piesing. David, a personal fiduciary, dives into why having a professional on the board of PTCs or foundations isn't just a luxury, but a necessity. Learn the risks of family-run boards without expe…

In this episode of Wealth Uncensored, we tackle the often overlooked issue of overly complex asset protection structures. Many advisors and corporate service providers promote intricate setups involving multiple entities across various jurisdictions, promising superior protection. However, is this level of complexity necessary for your specific nee…

In this episode I discuss the biggest mistake I see people make when expatriating—failing to ensure they are fully tax compliant, which can lead to becoming a "covered expatriate." This status can trigger significant financial and legal consequences, including being subject to an exit tax regime, having U.S. person recipients of gifts and inheritan…

In this informative episode of Wealth Uncensored, I sit down with David Piesing, a Guernsey Personal Fiduciary to explore the critical factors in choosing the best jurisdiction for your wealth structure. From grey lists and reputation to the availability of qualified professionals, we cover it all. David and I delve into the intricacies of banking …

In this insightful episode of Wealth Uncensored, we delve into the crucial topic of wealth planning structures: Trusts vs. Foundations. Many clients approach me wanting to set up a trust to manage and protect their wealth, but few consider the benefits of foundations, often because they are less well-known. Join me as I explore the key differences …

The Dubai real estate market has been booming ever since the pandemic. People from all over the world want a piece of Dubai. Some are moving to Dubai and want to purchase a residence, while others are investing for cash flow and appreciation. To get an insider’s look at Dubai’s real estate market and learn the ins and outs of investing there, I sat…

Unlock the secrets to successful multinational estate planning in this comprehensive guide. Get valuable insights on how to navigate the complex tax and legal implications when your assets, family members, citizenships, and residencies span various countries. Avoid common pitfalls and learn why a tailored approach is crucial over one-size-fits-all …

Discover how US persons—citizens, green card holders, and residents—can benefit from setting up trusts and foundations in the UAE. This video debunks common myths and highlights key advantages like asset protection and flexible estate planning. Learn why the Dubai International Financial Centre offers strong privacy and how creating structures outs…

In this episode I sit down with Ali Khan, a renowned U.S. international tax CPA from Abitos, to uncover the truth about the international tax preparation industry. Ali shares his expert insights on what sets truly skilled U.S. international tax preparers apart from those who merely claim to be experts. Join us as we navigate the complexities of U.S…

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 th…

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, a…

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 off…

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 …

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 th…

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 ci…

Discover the essentials of securing a second residency and / or citizenship, the legal pathways available, and hear real-world examples that illuminate the importance of preparedness in uncertain times. There are various reasons Americans may want to get out of America, ranging from escaping natural disasters or civil unrest to taking a job oversea…

Today we delve into the US citizenship topic, exposing the common myth that a US passport is the be-all and end-all of American identity. Discover the basis of US citizenship, learn about the legal pathways to acquiring it, and understand the significant tax implications it holds for individuals around the globe. Whether you're a US citizen by birt…

In this episode we discuss the tax risks and provide insight into how foreign investors can manage them, discuss alternative structures such as trusts, and emphasize the importance of meticulous planning and consultation with tax professionals. The US is a popular place for HNWIs to own vacation homes. But doing so individually comes with some ofte…

Dive into the complex world of tax compliance for American entrepreneurs in the UAE in the latest episode of Wealth Uncensored. Discover the pitfalls of inadequate tax planning and learn how U.S. tax laws apply to you as an American business owner in the UAE. Whether you're self-employed or the owner of a UAE company, this episode is packed with cr…

Today we tackle the misconception that Americans can reduce their tax burdens by moving assets offshore. We dispel the myth and explain why offshore strategies, like using foreign corporations and trusts, often fail to deliver significant tax savings, if any. Discover the complexities of the US tax system and the risks associated with offshore plan…

In this episode find what is the risks associated with expatriating from the U.S. without a strong second passport. Delve into the complexities of renouncing US citizenship and discover the importance of thorough planning and consideration. More information on expatriating: - Unique Expatriation Issues: https://www.podbean.com/ew/pb-tv3hh-e6e975 - …

Explore the complexities of "Navigating the Perils of Flee Clauses" with me. Gain insights into the benefits and potential pitfalls of flee clauses, an essential topic for those with or considering asset protection trusts. I delve into the nuances of defining events of jeopardy and duress, urging caution against generic flee clauses. Discover the i…

Discover the smart way to invest in UAE real estate with me in the latest episode, "Foundations: The Smart Way to Invest in UAE Real Estate." Dubai's real estate market is booming, and I will unveil how leveraging foundations provides not just asset protection and privacy but also ensures your estate is distributed according to your wishes. Investi…

This episode isn't just about billionaires; it's a window into the future of taxation that could impact a wider audience. Gain valuable insights into navigating the complexities of financial planning, taxation, and ensuring resilience in an ever-changing landscape. I unravel the layers of the proposed Billionaire Tax Act and its potential repercuss…

Ever wondered how safety became a luxury for HNWIs? Join me as we delve into the shifting dynamics of security. From personal experiences in Dubai to the global rise in crimes against the wealthy, we explore the changing behaviors and choices of the affluent. Discover why safety is now a sought-after luxury, influencing where HNWIs choose to reside…

Explore how trusts can provide tax efficiency by shifting income to beneficiaries in lower tax brackets! It’s a hidden gem with many benefits. Picture this: owning assets that push you into higher tax brackets. The remedy? Establish a trust, strategically designate family beneficiaries, and watch your tax burden decrease by shifting income to benef…

Dive into an episode where I uncover "The Need for Continuous Estate Planning." Rather than adopting a 'set it and forget it' mentality, I will highlight the dynamic nature of life and the necessity for your estate plan to evolve accordingly. From navigating changing jurisdictions and tax implications to addressing shifts in family dynamics, the fa…

In this episode, I delve into the deceptive nature of freedom within democracies, emphasizing the impact of overregulation on personal and financial liberties. Uncover the consequences of an expanding web of laws and regulations, posing risks to wealth preservation. Explore the strategic considerations of seeking greater freedom outside traditional…

Delve into the web of the global transparency efforts, together with Jimmy Sexton, exposing their ulterior motive—tax collection rather than crime prevention. With a critical eye on FATCA, CRS, and beneficial owner registers, Sexton guides you through strategies to safeguard wealth amidst mounting fiscal surveillance. From relocating to tax-friendl…

Join host Jimmy Sexton as he unveils the significance of backup structures in safeguarding assets globally. Discover why having a backup to your primary asset protection setup is crucial, the key considerations in setting up these structures, and the dynamic landscape necessitating ongoing adaptability. Learn how to protect your wealth in an ever-c…

Welcome to another episode of Wealth Uncensored. Host Jimmy Sexton explores the complexities of trust and foundation structures, highlighting their benefits and ongoing costs. He emphasizes the need for careful financial consideration before committing to these structures, stressing the importance of assessing individual financial viability. Sexton…

Host Jimmy Sexton provides insights for high-net-worth foreign investors eyeing the U.S. real estate market. Unveiling the tax pitfalls and complexities, Sexton offers strategic solutions to safeguard investments. Discover key structures and expert advice essential for navigating the intricate landscape of international real estate investments. Cha…

In this episode of Wealth Uncensored, host Jimmy Sexton explores the critical role of integrated advice in the world of multinational transactions. Navigating complex international dealings requires a comprehensive strategy, and Jimmy sheds light on why the right lead advisor is essential for achieving optimal outcomes. Chapter Summaries; (0:00:35)…

Welcome to the latest episode of Wealth Uncensored. Today, we're diving into a crucial topic: the risks and disadvantages of managing your own trust or foundation. While the allure of control can be enticing, there's much more to consider. We'll explore these drawbacks and discuss how you can maintain influence while mitigating the risks. Chapter S…

In this episode of Wealth Uncensored, we discuss the importance of structuring distribution provisions in trusts and foundations for long-term wealth preservation. We explore strategies to mitigate risks, such as tax liabilities and asset protection, and highlight key provisions for responsible wealth management. Join us as we provide valuable insi…

In this episode, we equip you with essential knowledge and strategies to construct an ideal board for your private trust or foundation. We cover important considerations such as diversity, professional skills, and background checks. We also touch upon wealth protection strategies and tax planning. Join us for insights and practical advice to secure…

Could the new UAE corporate income tax law affect your tax liability? Explore the ins and outs of this new legislation with me your host, Jimmy Sexton, as we delve into the implications and uncertainties it brings to the table. This episode promises to guide you through the complexities of tax transparency for trusts, the concepts of free zones, an…

UAE: The Ultimate Trust and Foundation Planning Jurisdiction Welcome to another episode of Wealth Uncensored! Today, we delve into the compelling reasons why the UAE stands out as a top-notch jurisdiction for trust and foundation planning. Join us as we explore the attractive benefits it offers, including political and economic stability, flexibili…

Welcome to Wealth Uncensored! I'm your host, Jimmy Sexton. We discuss everything that impacts your wealth, from tax strategies to international banking. I'm here to share my expertise and insights gained from years of experience in managing wealth for high-net-worth individuals. Welcome to a lifestyle of financial freedom! Chapter Summaries; 0:00:3…