US taxpayers often find it difficult to hold their legitimate assets outside the US. This is because the US tax authority, the IRS, taxes US citizens on their worldwide income. However, there are ways for US taxpayers to hold their assets outside the US in a way that is compliant with FATCA and tax efficient.

Many firms are reluctant to help due to the high compliance and reporting burden for everyone involved, including investors, custodians, and advisers. SJB Global can offer both US compliant investment and retirement options for US-connect individuals. We consider whether compliant US solutions are both tax-efficient in the US as well as their country of residence thus highlighting the importance of cross-border advice and regulations. Your likely retirement destination also needs to be considered as some of the options available may offer greater benefits should you retire in certain countries.