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PODCAST

Offshore Tax with HTJ.tax

- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax

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All Episodes

01:03

Is A Spanish Donor Taxed When Giving A Gift To A...

Offshore Tax with HTJ.tax ·

2026/01/16

A frequent point of confusion in cross-border gifting is whether a Spanish-resident donor becomes liable to Spanish gift tax when making a gift to a non-resident recipient. In this episode, we clarify how Spanish law allocates taxing rights—and who actually pays.🔎 What You’ll Learn in This Episode:1️⃣ The Core Rule Under Spanish LawSpain does not impose gift tax on the donor in this scenario. Under Article 3 of Ley 29/1987, Spanish Gift and Inheritance Tax (ISD) is levied on the recipient, not the

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01:21

Gifts From Abroad: Spanish Tax Implications

Offshore Tax with HTJ.tax ·

2026/01/15

When gifts cross borders, Spanish gift tax rules can quickly become complex. In this episode, we explain when Spanish Gift and Inheritance Tax (ISD) applies to gifts received from abroad—and when it does not.🔎 What You’ll Learn in This Episode:1️⃣ The Starting Point: Location of the AssetUnder Article 3 of Ley 29/1987, Spanish ISD is due when the gifted asset or right is located in Spain. This applies regardless of where the donor is resident.➡️ If the asset is situated in Spain, Spanish gift tax

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01:05

Does Spain Tax Gifts On A Worldwide Basis?

Offshore Tax with HTJ.tax ·

2026/01/14

Gift taxation in Spain depends on who receives the gift and where they are tax resident. In this episode, we clarify when Spain applies gift tax on a worldwide basis—and when its taxing rights are strictly territorial.🔎 What You’ll Learn in This Episode:1️⃣ The Core Rule: Residency of the RecipientSpain applies gift tax on a worldwide basis only when the recipient is a Spanish tax resident. This principle derives directly from Article 3 of Ley 29/1987.➡️ If the donee is resident in Spain, Spain can

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01:25

Gift Taxation in Spain, Portugal & France

Offshore Tax with HTJ.tax ·

2026/01/13

Gift taxation across Europe often creates confusion—especially in cross-border situations. In this episode, we unpack how Spain, Portugal, and France approach gift taxation, who is legally liable, and why donors remain highly relevant even when they are not the taxpayer.🔎 What You’ll Learn in This Episode:1️⃣ Who Pays Gift Tax in Spain, Portugal & FranceAs a general rule, gift tax is imposed on the recipient, not the donor:• Spain – Recipient taxation under Ley 29/1987, Article 3 • Portugal –

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12:22

Why Custodial Institutions Are Not Look-Through Entities

Offshore Tax with HTJ.tax ·

2026/01/12

Automatic Exchange of Information (AEOI) under CRS/FATCA is highly structured and tiered. It is designed to allocate reporting once—not duplicate it. Yet a frequent error is to apply Passive NFE look-through rules to Financial Institutions (FIs), particularly Custodial Institutions (CIs). In this episode, we explain why that approach is incorrect.🔎 What You’ll Learn1️⃣ The CRS/FATCA Hierarchy (Why Duplication Is Prohibited)CRS/FATCA establishes a strict reporting hierarchy:Financial Institutions

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08:18

Custodial Institution Settles a Cook Islands Trust

Offshore Tax with HTJ.tax ·

2026/01/11

Can a custodial institution legally settle a Cook Islands trust—and what does that mean for FATCA and CRS reporting? In this episode, we walk through the reporting hierarchy step by step, explain where reporting stops, where it continues, and why confusion often arises when institutional settlors are involved.🔎 Key Definitions & the Reporting Hierarchy• Reportable Person Under FATCA (U.S.) and CRS (non-U.S.), a Reportable Person is typically: – An individual, or – A Passive NFE with individual

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08:18

A Superior Structure to the Cook Islands Trust?

Offshore Tax with HTJ.tax ·

2026/01/10

From time to time, structures are presented as being “stronger” or “more private” than a traditional Cook Islands trust. In this episode, we critically examine one such multi-layered structure and place it in its proper context—technical theory vs. regulatory reality.This is not an endorsement. It is an explanation of how such structures are described, how reporting logic is argued, and why extreme caution is required.🔎 What This Episode Covers1️⃣ The Proposed Structural Architecture (High-Level

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02:44

Why Cook Islands Trusts Can Be Unsuccessful in U.S....

Offshore Tax with HTJ.tax ·

2026/01/09

Cook Islands trusts are often described as legally robust under offshore law—yet some have still ended badly for settlors in U.S. courts. In this episode, we explain why these outcomes occur, what courts are actually enforcing, and where the real risks lie.🔎 What You’ll Learn in This Episode:1️⃣ Why the Assets Often Remain Protected—Yet the Settlor “Loses”In many U.S. cases, the trust assets themselves remained protected under Cook Islands law and were not seized by creditors. The problem arose

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04:34

Contempt of Court Cases and Cook Islands Trusts

Offshore Tax with HTJ.tax ·

2026/01/08

Cook Islands trusts are often marketed as impenetrable asset-protection tools—but U.S. court records tell a more nuanced story. In this episode, we examine why some settlors have failed when courts ordered repatriation, and what “failure” actually means in practice.Crucially, these cases are not about creditors directly seizing offshore assets. Instead, they center on personal enforcement: courts compelling settlors to act—and punishing non-compliance through contempt sanctions.🔎 What You’ll Learn

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03:28

Criticisms of Cook Islands Trusts

Offshore Tax with HTJ.tax ·

2026/01/07

Cook Islands trusts are frequently presented as the strongest form of asset protection available—but they are not immune from criticism or regulatory reality. In this episode, we examine the most common critiques of Cook Islands trusts and explain how modern transparency, enforcement, and court powers can limit their effectiveness if misunderstood or misused.🔎 In This Episode, You’ll Learn:1️⃣ Subject to Automatic Exchange of InformationDespite perceptions of secrecy, Cook Islands trusts are not

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02:07

How Cook Islands Trusts Protect Assets Like a Fortress

Offshore Tax with HTJ.tax ·

2026/01/06

Cook Islands trusts are often described as the “fortress” of asset protection—but what does that really mean in legal terms? In this episode, we break down the structure using a simple metaphor to explain how Cook Islands trust law creates multiple, layered defenses around assets.This is not about secrecy or evasion—it’s about legal architecture, process, and rule-of-law safeguards.🔎 In This Episode, You’ll Learn:🏰 The Moat: Re-Litigation in the Cook IslandsAny creditor claim must be re-litigated

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02:35

Limitations of the Cook Islands Trust

Offshore Tax with HTJ.tax ·

2026/01/05

Cook Islands trusts are powerful asset-protection tools, but they are not magic shields. In this episode, we take a clear-eyed look at the limitations of Cook Islands trusts—what they are not designed for, and why understanding these boundaries is essential for anyone considering this structure.🔎 In This Episode, You’ll Learn:1️⃣ Not a Tool for Existing CreditorsCook Islands trusts are intended to protect against future, unknown claims. If assets are transferred after a lawsuit has started or when

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02:33

Who Typically Uses a Cook Islands Trust

Offshore Tax with HTJ.tax ·

2026/01/04

Cook Islands trusts are not one-size-fits-all solutions. They are typically used by individuals who face elevated legal, professional, or commercial risk and who require a strong, legally robust framework for long-term asset protection. In this episode, we explain who commonly uses Cook Islands trusts—and why.🔎 In This Episode, You’ll Learn:1️⃣ High-Risk ProfessionalsProfessionals such as: • Doctors and surgeons • Architects and engineers • Lawyers and legal advisorsoften face heightened exposure

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04:09

Cook Islands Trust: Core Asset Protection Features

Offshore Tax with HTJ.tax ·

2026/01/03

Cook Islands trusts are widely regarded as one of the most robust asset-protection vehicles in the world—but why? In this episode, we break down the core legal features that give Cook Islands trusts their strength, focusing on what is expressly provided under local law and how these mechanisms operate in practice.This discussion is about understanding legal design and risk management, not shortcuts—and why timing, intent, and compliance remain essential.🔎 In This Episode, You’ll Learn:1️⃣

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02:45

Cook Islands Trust: Key Asset Protection Benefits

Offshore Tax with HTJ.tax ·

2026/01/02

Why do Cook Islands trusts continue to be referenced in serious asset-protection planning discussions? In this episode, we break down the core legal protections that distinguish Cook Islands trusts from other offshore structures—and why they are often considered the gold standard in high-risk asset protection planning.We focus on what is actually written into law, specifically under the International Trusts Act 1984, and how these principles operate in practice.🔎 In This Episode, You’ll Learn:1️⃣

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01:31

Portugal’s Vacant Housing Issue: Government Measures...

Offshore Tax with HTJ.tax ·

2025/12/30

Portugal’s high level of vacant housing continues to attract political and public attention—but what is actually happening at policy level? In this episode, we explore the government measures currently under discussion, what has (and hasn’t) been decided, and why uncertainty remains.🔎 In This Episode, You’ll Learn:1️⃣ Why Vacant Housing Remains a Policy PriorityNational and municipal authorities recognise that long-term vacancy affects housing availability, affordability, and urban

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01:45

Wills and Forced Heirship in Portugal: What You Need...

Offshore Tax with HTJ.tax ·

2025/12/29

Estate planning in Portugal follows a civil law tradition that places strong protections around family inheritance rights. In this episode, we explain how forced heirship works, why it matters, and what it means for anyone preparing a will that involves Portuguese assets.This is a crucial topic for international families, property owners, and advisors navigating cross-border succession planning.🔎 In This Episode, You’ll Learn:1️⃣ What Forced Heirship Means in PortugalPortuguese law protects the

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01:20

Heirs in Portugal: Key Documents to Begin the...

Offshore Tax with HTJ.tax ·

2025/12/28

When inheriting property in Portugal, taxes are often a major concern—especially for international families. In this episode, we clarify how Stamp Duty (Imposto do Selo) applies to inherited property, who is exempt, and why compliance matters even when no tax is payable.🔎 In This Episode, You’ll Learn:1️⃣ The 10% Stamp Duty RulePortugal does not impose a traditional inheritance tax. Instead, inheritances fall under Imposto do Selo, generally charged at a flat rate of 10% on the value of assets

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01:24

Habilitação and Property Fees for Heirs in Portugal:...

Offshore Tax with HTJ.tax ·

2025/12/27

When inheriting property in Portugal, understanding the costs involved is just as important as understanding the legal steps. In this episode, we break down the typical fees heirs can expect when completing a habilitação de herdeiros and transferring or registering inherited property.🔎 In This Episode, You’ll Learn:1️⃣ Cost of a Basic Habilitação de HerdeirosAccording to official fee schedules published on gov.pt, a straightforward habilitação procedure generally costs in the low hundreds of

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01:15

Inheriting Property in Portugal: Stamp Duty

Offshore Tax with HTJ.tax ·

2025/12/25

When inheriting property in Portugal, taxes are often a major concern—especially for international families. In this episode, we clarify how Stamp Duty (Imposto do Selo) applies to inherited property, who is exempt, and why compliance matters even when no tax is payable.🔎 In This Episode, You’ll Learn:1️⃣ The 10% Stamp Duty RulePortugal does not impose a traditional inheritance tax. Instead, inheritances fall under Imposto do Selo, generally charged at a flat rate of 10% on the value of assets

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627 results

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