Best Expat Wealth Protection Podcasts (2025)

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376: Gold Busts Through $4,000/Oz: The Offshore BluePrint to Protect Your Wealth 55:54

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21d ago55:54

55:54

With gold reaching new highs nearly every day, more people are looking for ways to protect what they’ve built. But real security goes beyond just holding metals; it means having a complete offshore strategy that keeps your assets safe, private, and under your control. In today’s episode, I share a recent presentation I gave for my friends at SWP on…

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Why HNWIs Are Relocating to Dubai: Tax, Lifestyle, and Family Office Strategy with Tom Keya 45:14

36m ago45:14

45:14

Dubai has become one of the world’s most attractive destinations for entrepreneurs, family offices, and high-net-worth individuals — but why are so many leaving the UK for the UAE? In this episode of Not Just a Number, SRLV Partner Kieron Clement-Smith sits down with Tom Keya, CEO of Ruthberg LLC and legal consultant, to explore the realities of re…

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Understanding the NIF in Portugal 3:38

17h ago3:38

3:38

If you’re planning to live, work, or even spend extended time in Portugal, there’s one acronym you’ll hear again and again — NIF. What Is a NIF? The NIF (Número de Identificação Fiscal) is your personal tax identification number — a nine-digit code issued by the Portuguese Tax Authority (Autoridade Tributária e Aduaneira). Think of it as your finan…

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Accidentally Becoming a Tax Resident in Portugal 2:29

1d ago2:29

2:29

It’s easier than many people think to become a tax resident in Portugal by accident — and the consequences can be significant. What Happens If You Accidentally Become a Resident: 💰 Worldwide Taxation: You’ll be taxed on all your global income — salaries, pensions, investments, and rental income. 🧾 Annual Filing Required: You must file a Portuguese …

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Portugal's Returning Nationals - Challenges and Opportunities 4:16

2d ago4:16

4:16

Portugal offers a unique incentive to encourage talented professionals to return home — but it’s not widely known outside the tax and legal community. The Opportunity: If you’ve been living abroad and decide to re-establish tax residency in Portugal, you may qualify for a 50% income tax deduction for five years. How It Works: 🕒 Eligibility: You mus…

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Retiring in Portugal – Beyond Tax Incentives 4:29

3d ago4:29

4:29

While Portugal’s tax advantages often steal the spotlight, there’s much more that makes the country one of Europe’s most desirable retirement destinations. Why Retirees Love Portugal: 🌤 Climate: With warm summers and mild winters, Portugal offers a true Mediterranean lifestyle year-round. 💶 Cost of Living: Daily life — from groceries to housing — i…

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Late NHR Applications in Portugal – Is It Too Late? 5:58

4d ago5:58

5:58

Many expats feared they missed the window to apply for Portugal’s Non-Habitual Resident (NHR) regime after its phase-out. However, the 2024 Budget Law introduced extensions for those who had already begun their move before the deadline. If you took concrete relocation steps by December 31, 2023, you may still qualify under the old NHR regime. Who M…

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Portugal’s Next Chapter in Tax Incentives 8:31

5d ago8:31

8:31

Portugal is entering a new era of tax incentives with the introduction of the IFICI (Incentivo Fiscal à Investigação Científica e Inovação) — also known as NHR 2.0. This program replaces the long-standing Non-Habitual Resident (NHR) regime and reflects Portugal’s pivot toward innovation, entrepreneurship, and high-value economic activity. Key Highl…

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378: Why Dropping Out of School Was the Best Investment I Ever Made 29:03

6d ago29:03

29:03

We all grow up being told to “follow the system.” Go to school. Get a job. Obey the rules. But what if the system itself is broken and designed to constrain you? In today’s episode, I sit down with Matt Nettleton of the Default Profitable Podcast to discuss how being labelled “learning disabled” as a kid pushed me to reject public education, to dro…

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Portugal Housing Incentives: Tax Breaks for Property Buyers 10:12

6d ago10:12

10:12

Portugal offers a variety of tax and financial incentives to encourage property purchases, urban rehabilitation, and rental housing. Here’s a breakdown of the main programs: 1. Permanent IMT Exemption for Primary Residence What it is: Full exemption from the Property Transfer Tax (IMT) Who qualifies: Portuguese citizens or permanent residents buyin…

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From Kitchen Table to Global Empire: Natasha Thomas on Building, Scaling & Balancing It All 53:40

7d ago53:40

53:40

In this episode of Not Just a Number, SRLV Partner Linda Botha sits down with Natasha Thomas, Founder and CEO of Total Management Group and Lockdown Liquor & Co, to unpack one of the most inspiring entrepreneurial journeys in the creative and events industry. From starting at her kitchen table in 2006 to leading a £30M global group operating across…

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Declaring Foreign Assets to Portugal: What You Need to Know 2:29

7d ago2:29

2:29

If you’ve moved to Portugal or become tax resident there, one of the most common questions is: “Do I have to declare my assets abroad?” The answer is yes — but it’s important to understand what that really means. Key Requirement: Under Portuguese law, residents must file the “Modelo 10 – Declaração de Início de Atividade e Identificação de Contas e…

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Portugal and Double Taxation: What Expats Need to Know 6:30

8d ago6:30

6:30

If you’re earning income from more than one country, one of your biggest fears is being taxed twice. The good news? Portugal has strong safeguards in place to prevent that. In this episode, we break down how double taxation relief works for expats and international investors. Key Frameworks for Relief: 1. Double Taxation Treaties (DTTs): Portugal h…

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Portugal Taxes Worldwide Income — Here’s What That Means 2:56

9d ago2:56

2:56

Becoming a tax resident in Portugal doesn’t just change your address—it changes your entire tax universe. Once you’re classified as a Portuguese tax resident, all of your worldwide income becomes subject to Portuguese taxation. In this episode, we explain exactly what that means, who it affects, and what planning opportunities exist. How It Works: …

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The Best Month to Move to Portugal — Tax Experts Explain 2:48

10d ago2:48

2:48

When is the smartest time to move to Portugal from a tax perspective? Timing your move can make the difference between a seamless transition and a year of double taxation headaches. In this episode, we unpack the tax “ghosts” that follow people who move too soon — or too late. Major Pitfalls and Residency Traps: The “You’re Still Resident” Trap: Ev…

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Owning Property in Portugal: Does It Make You a Tax Resident? 4:18

11d ago4:18

4:18

Owning property in Portugal doesn’t automatically make you a tax resident — but it can create financial obligations you need to understand. In this episode, we break down the key taxes and costs tied to property ownership in Portugal. Key Financial Considerations: Property Transfer Tax (IMT): A one-time tax paid at purchase, based on the higher of …

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Decoding Secrets of Building Wealth in the UAE 24:13

12d ago24:13

24:13

Here’s a truth we often forget: our family’s financial security is only as strong as the plans we make today. In the UAE — where opportunities meet uncertainty — global shifts, inflation, and unexpected life events can leave families vulnerable if they’re unprepared. That’s where smart financial planning with the right mix of protection and growth …

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Portugal’s Split-Year Rule: How Tax Residency Really Works 4:27

12d ago4:27

4:27

Portugal’s tax system includes a split-year rule — an important provision for anyone moving into or out of the country. Instead of being taxed as a full-year resident, Portugal lets you divide the tax year into two parts. How It Works: Non-Resident Period: This covers the time you were still a tax resident elsewhere. During this period, only your P…

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377: Building an International Plan-B While Still Living in the U.S. 29:16

13d ago29:16

29:16

What’s it really like to build a full international Plan-B while still living in your home country, especially when you’ve got a family to think about? One client of mine, Ryan, has done exactly that. While married with four kids, he’s methodically built offshore investments, is in the process of securing second residencies, and has positioned his …

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When Does Income Become Taxable in Portugal? 2:04

13d ago2:04

2:04

Tax residency is the key factor that determines when your income becomes taxable in Portugal. While the 183-day rule is the most widely recognized test, Portuguese law also considers where your home, work, and personal life are centered. You Are Considered a Tax Resident in Portugal If You Meet Any of the Following: Spend 183+ Days in Portugal: Sta…

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Mark Morris on CRS/CARF loopholes 56:38

14d ago56:38

56:38

Mark Morris has consulted for the OECD, EU, German Parliament, and German Green Party. He specializes in setting up structures that are more sophisticated than the typical trust and foundation. 00:00 Intro 00:22 Mark’s background 03:00 What is FATCA (Foreign Account Tax Compliance Act ), CRS (Common Reporting Standard) and CARF (Crypto-Asset Report…

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PORTUGAL’S EVOLVING TAX LANDSCAPE - OCTOBER 2025 3:07

14d ago3:07

3:07

Portugal’s tax landscape is entering a new phase of transition. While the previous government focused on the housing crisis and tightening tax benefits for foreigners, the current administration has signaled a clear pivot toward supply-side reforms — prioritizing lower personal and corporate taxes to drive investment and growth. Key Policy Changes …

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Banking in Cyprus 3:08

15d ago3:08

3:08

Banking in Cyprus has a complex history, shaped by a dramatic crisis and a remarkable transformation. The Cypriot banking sector has emerged from that period leaner, stronger, and far more resilient. Although it no longer functions as a high-risk, high-liquidity offshore hub, it has successfully repositioned itself as a credible and well-regulated …

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Cyprus Personal Tax Residency Explained 6:02

16d ago6:02

6:02

In this episode, we unpack the rules that determine personal tax residency in Cyprus, one of the most sought-after jurisdictions for individuals looking to optimize their global tax position. Cyprus offers two distinct routes to tax residency — the classic 183-day rule and the flexible 60-day rule, making it a uniquely accessible and compliant dest…

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Cyprus Trusts for Non-Residents 4:22

17d ago4:22

4:22

In this episode, we explore why Cyprus has become one of the most attractive jurisdictions for establishing international trusts, particularly for high-net-worth individuals and families seeking to manage wealth efficiently and securely. We’ll break down the Cyprus International Trusts (CIT) Law, highlight the tax advantages, and explain how Cyprus…

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Non-Resident Cyprus Companies: The New Reality 5:20

18d ago5:20

5:20

In this episode, we explore how Cyprus’s new defensive tax measures are reshaping the landscape for non-resident companies. These measures, including a General Anti-Abuse Rule (GAAR) and new substance requirements, target artificial structures designed to route payments through low-tax jurisdictions without real economic presence. We unpack what th…

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Cyprus - GAAR: Capturing Non-Genuine Transactions 2:00

19d ago2:00

2:00

In this episode, we explore the General Anti-Abuse Rule (GAAR) introduced in Cyprus under the EU’s Anti-Tax Avoidance Directive (ATAD). The GAAR serves as a broad safeguard against aggressive tax planning that may fall outside specific anti-avoidance rules like transfer pricing, CFC, or interest limitation provisions. We break down how Cyprus appli…

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Cyprus Anti-Avoidance Rules - CFCs 2:55

20d ago2:55

2:55

In this episode, we unpack Cyprus’s Controlled Foreign Company (CFC) Rule — a key anti-avoidance measure that ensures profits shifted to low-tax jurisdictions remain subject to taxation where real economic activity occurs. We explain how Cyprus applies its CFC rule under the EU Anti-Tax Avoidance Directive (ATAD), what counts as a “non-genuine arra…

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Cyprus and the Interest Limitation Rule 2:27

21d ago2:27

2:27

In this episode, we break down Cyprus’s Interest Limitation Rule (ILR) — a cornerstone of the EU’s Anti-Tax Avoidance Directive (ATAD) framework. The rule is designed to curb profit shifting through excessive interest deductions and ensure Cyprus remains a transparent, compliant, and competitive jurisdiction. We’ll explain how the 30% EBITDA cap wo…

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Cyprus and Blacklisted Jurisdictions 7:15

22d ago7:15

7:15

In this episode, we explore Cyprus’s new defensive tax measures targeting payments to low-tax and EU-blacklisted jurisdictions, set to take effect from 1 January 2026. These measures mark a major compliance shift, aligning Cyprus with OECD and EU anti-tax avoidance standards while fulfilling commitments under the EU Recovery and Resilience Plan. We…

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Cyprus Non-Dom Regime Explained 5:36

23d ago5:36

5:36

In this episode, we unpack Cyprus’s Non-Domicile (Non-Dom) tax regime — one of the most strategic tax residency options in Europe for high-net-worth individuals. Introduced in July 2015, this regime continues to position Cyprus as a compliant, transparent, and highly attractive jurisdiction for international relocation and wealth structuring. We’ll…

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How Portugal Taxes Trust Income 2:15

24d ago2:15

2:15

In this episode, we break down Portugal’s newly updated list of “tax haven” jurisdictions for 2025, which now excludes Hong Kong, Liechtenstein, and Uruguay. These updates reflect Portugal’s ongoing effort to align its tax transparency framework with OECD and EU standards, while maintaining one of Europe’s more comprehensive blacklists. We explore …

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Portugal’s 2025 Blacklist Update 3:54

25d ago3:54

3:54

In this episode, we break down Portugal’s newly updated list of “tax haven” jurisdictions for 2025, which now excludes Hong Kong, Liechtenstein, and Uruguay. These updates reflect Portugal’s ongoing effort to align its tax transparency framework with OECD and EU standards, while maintaining one of Europe’s more comprehensive blacklists. We explore …

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Decoding Income Protection Insurance 14:40

26d ago14:40

14:40

What happens if your paycheck stops tomorrow? 💭 In this episode of The Policy Project Podcast, we uncover why Income Protection Insurance is a must-have in the UAE — and how it helps safeguard your lifestyle, financial commitments, and family’s security when you’re unable to work. 🎙️ Guest: Atul Kathuria, Business Head – Life Insurance at Policybaz…

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Self-Directed IRAs (SDIRA) and Golden Visas 4:07

26d ago4:07

4:07

In this episode, we explore how U.S. investors are using Self-Directed IRAs (SDIRAs) to participate in Golden Visa programs across Europe — particularly in Portugal, Greece, and Hungary. While these structures offer exciting possibilities for diversification and residency planning, they also introduce significant IRS compliance risks and potential …

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375: 25 Years Abroad: How I Built a Global Real Estate Portfolio 52:55

28d ago52:55

52:55

I’ve been travelling the world for 25 years, and one thing I’ve learned is that freedom doesn’t just come from your passport; it comes from how you use it. Along the way, I’ve made every mistake imaginable—lost money, trusted the wrong people, and learned the hard way what real freedom actually costs. In today’s episode, I sit down with Keith Borie…

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Wyden Draft Bill: An Existential Threat to the PPLI Industry 3:57

27d ago3:57

3:57

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Repatriating to Australia: What Every Australian Expat Needs to Know 37:14

28d ago37:14

37:14

By Runway Wealth Management

1M ago3:23

3:23

CRS and FATCA treat non-participating institutions very differently. Under CRS, non-participating Investment Entities are classified as Passive NFEs, meaning the paying agent must look through to the controlling persons. FATCA, on the other hand, penalizes non-participating FFIs that fail to register for a GIIN by imposing a 30% withholding tax on …