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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

01:14

How Long Does Probate Really Take in Portugal?

Offshore Tax with HTJ.tax ·

2025/12/19

When someone dies owning assets in Portugal, one legal step is often unavoidable: the habilitação de herdeiros. In this episode, we explain what this procedure is, why it matters, and when families must complete it to move forward with estate administration.Understanding this process early can save time, reduce friction among heirs, and prevent costly delays.🔎 In This Episode, You’ll Learn:1️⃣ What the Habilitação de Herdeiros IsIt is the formal declaration of heirs under Portuguese law,

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01:15

What Is the Habilitação de Herdeiros in Portugal and...

Offshore Tax with HTJ.tax ·

2025/12/18

When someone dies owning assets in Portugal, one legal step is often unavoidable: the habilitação de herdeiros. In this episode, we explain what this procedure is, why it matters, and when families must complete it to move forward with estate administration.Understanding this process early can save time, reduce friction among heirs, and prevent costly delays.🔎 In This Episode, You’ll Learn:1️⃣ What the Habilitação de Herdeiros IsIt is the formal declaration of heirs under Portuguese law,

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01:28

What Is the First Step When Someone Dies Owning...

Offshore Tax with HTJ.tax ·

2025/12/17

Navigating inheritance procedures in a foreign country can feel overwhelming, especially when real estate is involved. In this episode, we unpack the very first step families must take when someone passes away owning property in Portugal.The Portuguese succession process has specific legal requirements, and understanding them early can prevent delays, disputes, and costly mistakes.🔎 In This Episode, You’ll Learn:1️⃣ Why the Will Certificate MattersThe process begins with requesting the will

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07:29

Structuring Property Ownership to Minimize...

Offshore Tax with HTJ.tax ·

2025/12/16

As global transparency frameworks expand to include real estate, many high-net-worth families and advisors are reassessing how property ownership structures intersect with international reporting obligations. In this episode, we explore how common legal structures—such as SPVs, holding companies, and trusts—affect visibility under emerging information-exchange systems like the IPI MCAA.We focus on the principles, not loopholes: understanding what is reportable, how ownership layers are treated, and

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03:32

Detailed Reporting: Information Exchanged on...

Offshore Tax with HTJ.tax ·

2025/12/15

As countries adopt the IPI MCAA framework, one of the most important questions is: What exactly will be shared?In this episode, we break down the full scope of information exchanged between tax authorities regarding immovable property—covering the asset itself, its transactions, its owners, and any related income.This is the most detailed international real estate reporting standard ever proposed, and understanding its components is essential for advisors, compliance teams, and internationally

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01:18

Timing of Real Estate Information Exchange: Annual...

Offshore Tax with HTJ.tax ·

2025/12/14

How often will countries exchange real estate information under the new transparency framework? In this episode, we break down the reporting timelines built into the IPI MCAA (Immovable Property Information Multilateral Competent Authority Agreement)—and what they mean for tax authorities, advisors, and internationally mobile property owners.The agreement sets out two types of exchanges: a one-off exchange of historical property holdings and annual exchanges covering new acquisitions, disposals, and

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02:25

Reciprocity in International Property Information...

Offshore Tax with HTJ.tax ·

2025/12/13

Reciprocity sits at the heart of global tax transparency. Without it, information exchange systems would be unbalanced, inconsistent, and difficult to implement. In this episode, we unpack how reciprocity works specifically within the IPI MCAA (Immovable Property Information Multilateral Competent Authority Agreement) and what makes this framework unique.Unlike other exchange-of-information agreements, the IPI MCAA allows jurisdictions to provide Readily Available Information on an “as is” basis

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07:21

Why Only Readily Available Real Estate Information Is...

Offshore Tax with HTJ.tax ·

2025/12/12

As governments work to strengthen global tax transparency, the exchange of real estate information has become a new priority. But instead of creating complex new reporting systems, the IPI MCAA (Immovable Property Information Multilateral Competent Authority Agreement) takes a more practical approach: it focuses on Readily Available Information—data that tax authorities already possess and can share quickly.In this episode, we break down why this approach was chosen, what counts as “readily

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02:18

Understanding the Exchange of Readily Available Real...

Offshore Tax with HTJ.tax ·

2025/12/11

As global tax authorities continue to strengthen transparency frameworks, real estate has emerged as a critical area in need of more consistent reporting. Many jurisdictions already hold valuable property data—transactions, ownership records, and recurring income—but these details are often siloed, inaccessible, or exchanged inconsistently across borders.In this episode, we explore how developing a common legal and operational approach can dramatically improve short-term tax transparency by enabling

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02:47

The Legal Basis for Exchanging Real Estate...

Offshore Tax with HTJ.tax ·

2025/12/10

Over the past decade, global tax transparency has undergone a major transformation. Since 2010, new international standards and agreements have dramatically lowered the barriers to sharing tax information across borders. Now, with real estate increasingly recognized as a vehicle for hiding undeclared wealth, governments are moving to strengthen reporting frameworks even further.In this episode, we unpack the legal foundation behind the exchange of real estate information—focusing on the emerging

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03:36

Origins of Real Estate Information Exchange: How the...

Offshore Tax with HTJ.tax ·

2025/12/09

Global tax transparency didn’t happen overnight—it began with a bold statement from G20 leaders in 2009 to end bank secrecy. That declaration set the stage for the Exchange of Information on Request (EOIR) standard, empowering tax authorities to access key financial data, accounting records, and even beneficial ownership details tied to assets like real estate.In this episode, we explore how the movement toward transparency has evolved, and how India’s persistent advocacy has pushed the conversation

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03:14

Why Introduce Automatic Exchange of Information on...

Offshore Tax with HTJ.tax ·

2025/12/08

Why is real estate becoming the next major focus in global tax transparency? In this episode, we break down the growing push—led strongly by India within the G20—to include non-financial assets like property in the Automatic Exchange of Information (AEOI) framework.For years, the global system has focused almost exclusively on financial accounts through CRS. But new data shows a rising challenge: cross-border property ownership is increasing and is often underreported, creating blind spots that

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06:34

Three Reasons Governments Are Targeting The Wealthy...

Offshore Tax with HTJ.tax ·

2025/12/07

Around the world, governments are quietly shifting their tax strategies — moving away from corporate taxation and turning their attention to private wealth. As inequality widens and traditional tax bases shrink, high-net-worth individuals, global entrepreneurs, and mobile “tax nomads” are finding themselves increasingly under scrutiny.In this episode, we break down why wealthy families are becoming the new tax target, what governments are planning next, and how internationally mobile individuals can

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02:20

Power of Attorney Validity in the UAE

Offshore Tax with HTJ.tax ·

2025/12/06

In this episode, we unpack everything you need to know about Power of Attorney (POA) validity in the UAE—how long it lasts, when it expires, and why keeping it updated is crucial.📝 Key Highlights:A POA in the UAE stays valid until the death of either the principal or the agent—unless it’s time-bound.You can set your POA for 6 months, 1 year, 3 years, or any duration you choose.Some UAE government departments require a recently issued POA, especially if yours is older than 3 years.Major life

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02:20

UAE Probate Timelines: With vs. Without a Will

Offshore Tax with HTJ.tax ·

2025/12/05

Timing matters when it comes to probate in the UAE—and having a Will can make all the difference.✅ With a WillProbate is streamlined, usually wrapping up in 6–8 weeks (about 2 months). If the death certificate comes from outside the UAE, allow an extra month for attestations. The process is clear, predictable, and much less stressful for your loved ones.⚠️ Without a WillThings get complicated. Sharia law inheritance rules, identifying legal heirs, and family discussions can extend probate to 6

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02:04

How Often Should You Review Your Will in the UAE?

Offshore Tax with HTJ.tax ·

2025/12/04

Your life changes—and your Will should change with it.As a general rule, it’s smart to review your Will every 5 years. If you like to stay especially organized, a 3-year check-in works even better. Most UAE Wills already include backup beneficiaries, executors, and guardians, but a periodic review ensures everything still reflects your real-world situation.🔔 When You Must Review ImmediatelyCertain life events shouldn’t wait for the next check-in. Update your Will right away if you

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02:38

Updating or Amending Your Will in the UAE

Offshore Tax with HTJ.tax ·

2025/12/03

Life circumstances change, and your Will may need to be updated. How you do this depends on where the Will is registered:DIFC WillCan be amended at any time for a small fee of AED 575 per amendment.Allows flexibility to adjust assets, beneficiaries, or other clauses without revoking the entire Will.Mainland Courts (ADJD & Dubai Courts)Direct amendments are not allowed.To update, you must revoke the existing Will and register a new Will.It is recommended to include a clause in the new Will

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03:17

What You Need to Register a Will in the UAE

Offshore Tax with HTJ.tax ·

2025/12/02

Preparing a Will in the UAE is a straightforward process, whether you choose DIFC, ADJD, or Dubai Courts. The key is gathering the correct documents before registration. Here’s what you need:1. Identification for All Individuals Named in the WillYou must provide ID for every person mentioned in the Will, including:Emirates IDPassportResidence visaIf someone doesn’t have an Emirates ID, a passport copy is sufficient. All documents must be clear scanned copies with all four corners visible. These can

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02:49

When to Use a Power of Attorney in the UAE

Offshore Tax with HTJ.tax ·

2025/12/01

A Power of Attorney (POA) is often confused with a Will, but the two serve entirely different purposes.POA vs. WillA POA is valid only during the lifetime of both the person granting it and the person receiving it.If either party passes away, the POA becomes immediately invalid. At that point, the Will takes over for probate and asset distribution.This means a POA cannot be used for post-death matters and does not replace a Will in any way.When a POA Is UsefulIn the UAE, a POA is commonly used when

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02:00

Assets Covered by a Will in the UAE

Offshore Tax with HTJ.tax ·

2025/11/30

A UAE Will can cover a wide range of assets, giving individuals full control over how their estate is distributed and ensuring a smooth probate process. Wills are typically drafted broadly so that both current and future assets are included without requiring frequent updates.Common Assets Included in a UAE WillIn the UAE, the assets most commonly covered include:Real estate properties – Often the primary asset for expatriates and investors, including freehold and leasehold properties.Bank accounts –

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603 results

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