Podcast Episodes

The UK Taxes That Still Apply to Offshore Property Structures

Episode 2041

🎙️ PODCAST SHOWNOTES

The UK Taxes That Still Apply to Offshore Property Structures

Holding UK real estate through an offshore company or trust does not…

2 months, 2 weeks ago

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The Significance of the 25-Investor Threshold in PPLI Reform

Episode 2034

The Significance of the 25-Investor Threshold in PPLI Reform

One of the defining features of the proposed PPLI Abuse Act is the introduction of the 25…

2 months, 2 weeks ago

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How Existing PPLI Policyholders Can Adapt to the Proposed Rules

Episode 2033

How Existing PPLI Policyholders Can Adapt to the Proposed Rules

If the proposed PPLI Abuse Act becomes law, many existing Private Placement Life Insur…

2 months, 3 weeks ago

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Understanding the 25-Contract Test in the Proposed PPLI Bill

Episode 2032

Understanding the 25-Contract Test in the Proposed PPLI Bill

The proposed PPLI Abuse Act introduces what is arguably its most significant structural r…

2 months, 3 weeks ago

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What Happens to the Death Benefit Under the Proposed PPLI Rules?

Episode 2031

What Happens to the Death Benefit Under the Proposed PPLI Rules?

The proposed PPLI Abuse Act does more than change how policy gains are taxed—it funda…

2 months, 3 weeks ago

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How the Proposed PPLI Bill Would Tax Withdrawals, Loans, and Death Benefits

Episode 2030

How the Proposed PPLI Bill Would Tax Withdrawals, Loans, and Death Benefits

One of the most consequential aspects of the proposed PPLI Abuse Act is no…

2 months, 3 weeks ago

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How the PPLI Abuse Act Would Tax Policy Gains

Episode 2029

How the PPLI Abuse Act Would Tax Policy Gains

One of the most significant features of the proposed PPLI Abuse Act is its treatment of investment gains…

2 months, 3 weeks ago

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What Happens If PPLI Loses Its Insurance Status?

Episode 2028

What Happens If PPLI Loses Its Insurance Status?

Private Placement Life Insurance (PPLI) has long been valued for its favorable tax treatment when it …

2 months, 3 weeks ago

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The Evolving Role of Valuation for HNW Clients

Episode 2027

The Evolving Role of Valuation for HNW Clients

For many years, valuation was viewed primarily as a defensive exercise—something undertaken when requir…

2 months, 3 weeks ago

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What Makes a Valuation Defensible in Cross-Border Tax Contexts

Episode 2026

What Makes a Valuation Defensible in Cross-Border Tax Contexts

In international tax planning, a valuation is only as strong as its ability to withstan…

2 months, 4 weeks ago

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