The IBSA Podcasts

What happens when a globe-spanning family fortune meets the realities of modern tax, law, and succession planning? In this episode, an international panel of experts unpacks a compelling case study centred on a fictional entrepreneurial patriarch facing the ultimate question: how to pass on a complex mix of business interests, property, and personal wealth to the next generation — smoothly, fairly...

Curious about how Dubai could be the perfect escape from the UK’s new tax changes? Tune in to our latest IBSA podcast episode as Roy Saunders sits down with tax expert Jimmy Sexton from Esquire Group in Dubai. Discover why Dubai is a haven for the wealthy with no personal income tax, low or no corporate income tax, and easy pathways to residency through employment or investment. Jimmy shares his p...

Could Malta be the effective tax haven UK wealthy individuals may choose to emigrate to? Join us as we unravel the intricacies of establishing tax residency in this Mediterranean gem with the expertise of Geraldine Schembri and David Borg. You'll discover how Malta's flexible requirements, which prioritize intention and personal ties over the number of physical days spent in the country,...

What if relocating to Cyprus could offer you a more favourable tax regime than your current country? Learn the ins and outs of Cyprus' unique tax benefits in our latest episode featuring Alexis Christodoulou, a South African lawyer specialising in Cypriot and international tax law at Elias Neocleous & Co. We dive into the evolving political landscape in the UK and its potential tax implic...

Considering the tax benefits as a new immigrant to Israel with insights from international tax lawyer George Rosenberg and his senior associate, Maya Saphier. Learn how Israel's generous 10-year exemption on foreign income and capital gains can allow you to own foreign companies without triggering standard Israeli tax liabilities, as long as the control of these companies remains outside Isra...

Learn about the benefits of Italy’s attractive tax regime for high-net-worth individuals with our guest, Walter Andreoni, an International Tax Lawyer from Mercanti e Associati in Milan. Discover how Italy’s flat tax of €100,000 on foreign source income and a 15-year duration, aims to entice wealthy individuals to move long-term to this beautiful country. Walter expertly navigates through the intri...

One of the original beneficial tax regimes in Europe was created out of the desire to have David Beckham sign for Real Madrid, an opportunity that relied on Spain ‘bending’ the tax rules much like David was able to bend his free kicks.  Together with Roy Saunders, José Aguilar, an International Tax Lawyer from Squire Patton Boggs in Madrid, explores how the so-called Beckham rule has changed over...

Discover the mysteries of Switzerland's appeal that go beyond its renowned chocolates, breathtaking mountains, and picturesque lakes! Together with Roy Saunders, Aliasghar Kanani, an expert Swiss Tax Lawyer,  discusses the evolving landscape of international tax regimes.  They explore the real story behind Switzerland’s tax benefits and why it's more than just a so-called tax haven for t...

What happens when a tax regime designed for attracting top talent instead becomes a haven for retirees with foreign pensions? Together with Roy Saunders, Ana Castro Gonçalves, an International Tax Lawyer from Caiado Guerreiro in Lisbon, unravels the reasons why Portugal has abolished its non-habitual residence regime and explains how this initiative, which offered significant tax breaks, evolved a...

Ever wondered why Singapore is a magnet for high-net-worth individuals? Discover the secrets behind the city-state's allure as we sit down with Derren Joseph from Moores Roland Asia Pacific, in a riveting conversation hosted by Roy Saunders, Founder and Chairman of the International Business Structuring Association (IBSA). Derren, a seasoned international tax advisor, sheds light on the compe...

What if the UK’s evolving tax landscape could encourage wealthy individuals to emigrate from the UK to warmer countries (from climates to taxation)?  Together with Roy Saunders, Dmitry Zapol of IFS Consultants unpacks potential UK tax changes for both domiciled and non-domiciled UK residents and navigate through the Conservative party’s proposed tax reforms and the Labour government’s planned adju...

Unlock the secrets of navigating UK inheritance tax laws with our illuminating chat featuring international tax advisor Dmitry Zapol. If the mere thought of estate planning sends shivers down your spine, fear not—we’ve got you covered. Together, we dissect the taxing details of owning UK assets and the tax repercussions for those considering making Britain their home. Dmitry's expertise shine...

Embark on a journey through the labyrinth of international taxation with Roy Saunders and Derren Joseph. In our latest conversation, we tackle the weighty topic of US taxation for citizens and green card holders abroad. You'll discover why clinging to an American passport isn't just about patriotism, but can also be a strategic choice for flexibility and access to the US—even as the shad...

Discover the latest shifts in global tax policies as José Aguila Shea joins us to dissect the financial landscapes that the world's affluent must navigate. As countries like the UK, Portugal, and Italy adjust their tax regimes, we're here to arm you with the essential knowledge you need. José  brings his wealth of experience to the table, providing deep insights into how changes in tax l...

Join us for a conversation that is as pivotal as it is timely, offering guidance for professionals and entrepreneurs amidst the UK's tax transformation.  Prepare to navigate the tectonic shifts in UK taxation as Joe Johnson of Evelyn Partners joins  Roy Saunders for a critical dissection of the altered financial landscape awaiting non-domiciled residents. Unlock the secrets of transitioning s...

Brace yourself for a fiscal odyssey through the UK's taxation labyrinth, with Ross Belhomme, illuminating the twists and turns of inheritance tax reforms and corporate economic maneuvering. As we dissect the financial markets' resilience amidst trade tiffs and inflating interest rates, we'll guide you through the investment minefield of geopolitical volatility. We're spotlighti...

Unlock the secrets to fueling your entrepreneurial dreams as Roy Saunders teams up with start-up savant Lucie Burniston to dissect the vital elements of start-up funding. From the seedlings of angel investments to the towering oaks of venture capital and private equity, our conversation lays bare the essential steps for founders to secure their business's financial future. Lucie imparts her w...

Explore the tangled web of international divorce with Roy Saunders and our distinguished guest, Lucy Greenwood, Partner from The International Family Law Group LLP, as we dissect the impact of broken marriages on tax planning and the division of complex assets. Prepare to uncover the stark reality of how a relationship's dissolution can send ripples through established financial stratagems, p...

Embark on a financial odyssey with the sage guidance of Dmitry Zapol, International Tax Advisor of IFS Consultants, as we unravel the intricacies of cross-border tax planning for US to UK movers. You're promised a treasure trove of strategies, from crafting clean capital to leveraging the non-dom rules. Dmitry's expertise shines as he dissects the optimal moments to arrange your tax affa...

Get ready to tackle the complexities of US tax law as you step off American soil! In this captivating episode, Roy Saunders join forces with tax maestro Adam Smith from Evelyn Partners to navigate the treacherous terrain of capital gains, trust income, and the dreaded PFIC rules. Whether you're a green card holder on the brink of departure or a US citizen eyeing a life abroad, we're unpa...

Join Roy Saunders (IFS), Philip Baker KC (UK Tax Barrister), Derren Joseph (US Tax Advisor), David Cooney and Rupert Morris (Partners at Walkers) on Thursday 25 January 2024 at Walkers, London EC3M 7AF in the last of our four morning workshops  on ‘Tax aspects of Offshore Trusts’ where we will be providing international tax and trust advice in respect of a fictitious case study centred around an e...

Unlock the secrets to defending your creative genius on the global stage with Roy Saunders, the visionary behind IBSA, and Catherine Jewell of Beck Greener. Our riveting exchange lays bare the essentials of international IP rights, from the intricacies of territorial laws to the bold strategies for securing your intellectual property as an entrepreneur with global aspirations. We traverse the lega...

Embark on a riveting exploration of financial tightropes and corporate survival tactics with our esteemed guest, Vernon Dennis of Howard Kennedy. Together, we unravel the intricate tests that signal a company's financial health—the cash flow and balance sheet tests—as we share the story of Niklas and his venture, T-App UK Ltd . Through this episode, you're guaranteed to gain invaluable i...

Embark on an enlightening journey through the transformed terrain of UK immigration with the astute guidance of immigration expert Liliya Scott. Our conversation peels back the layers of complexity for EU nationals seeking to navigate the post-Brexit landscape, offering a beacon of understanding in the otherwise murky waters of work permissions and visa categories. Entrepreneurs and their families...