Create your own Tax Haven

Explore what a tax haven is and isn't, and where tax havens can exist. Prepare for a short quiz to test your understanding of the concept.

Explain how tax havens offer lower tax rates when criteria are met to attract investments. Explore how countries limit money movement and apply double taxation to protect funds.

Debunk myths about tax havens, clarifying they are legal and tax friendly, not illegal or restricted to certain countries, and show how to create one in your country.

Discover that a tax haven can exist in any country with familiar tax laws, illustrated by Clinton and Trump tax returns and the idea of not moving funds.

Learn about trusts, the different types of trusts, and how money moves within trusts, followed by a quiz.

Learn the basics of a trust, including the trustor, trustee, and beneficiaries, how assets are managed under the trust deed, and how taxation and registration work.

Define and manage a family trust through a deed of trust, appoint two to four trustees with an independent trustee, set rules of succession, distribution, and ensure assets benefit beneficiaries.

Establish a trading trust to reduce risk, using the family trust registration, with options for trustees and a single beneficiary to the family trust, creating income producing assets.

Move money between trusts by authorizing each expenditure with a board-approved resolution, then execute bank payments to beneficiary trusts; ensure multiple trusts are defined as mutual beneficiaries.

Define what companies are and explain the differences between types of companies, noting that company shares are income-producing trust assets, and complete a quiz.

A company is a legal entity with rights and responsibilities like an individual, able to sign contracts, hire employees, borrow money, and file corporate tax returns, with shareholders' liability limited.

Explore three common company types—private limited, public (listed) companies, and holding companies—and learn how ownership, liability, and income from share dividends differ.

Explore legal ways to move money between companies through buying goods or services and loan agreements, while carefully avoiding unregistered banking practices.

Explore what a tax haven system is and how trusts and companies fit within it, with a concluding quiz to test your understanding.

Explore the four tiers of the tax haven system - no risk, low risk, medium risk, and high risk - ranging from cash-only, private environments to public, debt-laced, isolated risk.

Position the family trust as tier one core of a family office and foundation, with a cash interest-bearing account as the sole asset and separate descendant trusts for equal distributions.

Group similar trusts and companies into business divisions to simplify management, starting on tier two. Create divisions tailored to your requirements: property, equity investments, assets and procurement, resources, and financial.

Explore trading trusts and business trusts within a divisional structure, balance risk across multiple trusts, and manage asset grouping to avoid bankruptcy and protect assets.

Understand how listed companies on the stock exchange have shares held by a trust on tier two, placing the listed company on tier three with medium bankruptcy risk.

Explore how a trust on tier two holds shares in holding companies for multiple private firms with same ownership and directors, and place them in tier three for medium risk.

Identify why private companies are high risk, typically small, owner-operated, and placed in tier four, with examples like pool services, electricians, builders, handyman's, and plumbers.

Construct a risk-based structure to minimize losses and secure money, ensuring income generation for the main family trust while planning to minimize taxes on that income.

Discover step-by-step instructions to create a tax haven and learn how to purchase into one, followed by a quiz to reinforce your learning.

Learn to outline a family office trust on paper, assign private and public tiers, and map trustees, beneficiaries, accounts, and tax numbers, with homework to consult a trust attorney.

Explore why creating business divisions is optional and how property can become an income generating trust asset through rental income and divisions drawn on your design paper.

Explains integrating property division and real estate assets within a trading trust to form a tax haven structure and guides selecting the number of property trusts across generations.

Assess upfront costs of a family office trust—attorney fees, registration delays, and auditing or accounting expenses—against future tax savings. Create trusts only when needed and note employment costs and risks.

Explore building a tax haven system by acquiring assets and enabling recurring purchases from your own companies, using holdings, dividends, and tiered equity structures.

Learn how money moves and how to reduce tax obligations, with a quiz to reinforce the section’s key concepts.

Explore how dividends from companies flow to an equity investment trust in tier two, then how expenses and taxes leave little to nothing, with more in the next lecture.

Explore how tax obligation moves with the money, as business purchases become expenses that reduce profit. Individuals pay income tax on earnings, while trusts and companies pay tax on profit.

Move money between trusts by making the receiving trust a beneficiary of the sending trust, or by approved loans or donations, all decided at trustee meetings. Tax follows the money.

Explore how trustees allocate funds to beneficiaries under the deed of trust, with an independent trustee veto for irregular payments, and how the tax obligation moves with the money.

Explore how to live like the queen by structuring assets in trusts and a two-tier family office, enabling tax-free living and generational wealth strategies.

Learn how to plan a trust's taxes under corporate tax laws with a real estate property trust example, aligning the financial year and tax year to avoid taxable income.

Learn how year-end transfers move money between tier two and tier one trusts, considering bank account timing, trustee meetings, and beneficiary allocations to shift funds into the new financial year.

Learn funding strategies without banks, including converting a private company to a listed company, selling shares to the public, maintaining a stake via equity investment trust, and issuing corporate bonds.

Explore practical scenarios of using family and property trusts to move funds through PayPal and other accounts, allocate income to beneficiaries, and consider tax implications.

Explore how selling assets into trusts and gifting to a family office trust reduces tax obligations, and how to set up a tax haven system to build a dynasty.