Jake breaks down the key principles of international investment planning, covering everything from risk assessment to asset allocation strategies.

The Importance of Tax Neutrality When Investing

Are you an expat or planning to move abroad? Managing your investments across borders can be tricky, and tax neutrality plays a crucial role in protecting your wealth.

In this video, we cover:

✅ Why tax-neutral jurisdictions matter (e.g., Isle of Man, Luxembourg, Jersey)
✅ How to avoid double taxation & inheritance tax pitfalls
✅ U.S. vs. Irish/Luxembourg domiciled investments—what’s the difference?
✅ Hidden tax traps: How tax year differences can trigger unexpected liabilities
✅ Why working with an internationally regulated financial advisor is essential

A well-structured investment strategy can help you avoid unnecessary tax complications. Not sure if your assets are in the best jurisdiction? We can help.

📩 Book a consultation to review your investments and explore tax-efficient options: https://sjb-global.com/contact/

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