US Connected Clients

US Clients Can Place Non-US Assets In US Based Products

US CONNECTED CLIENTS

US Clients Can Place Non-US Assets In US Based Products

Retirement Annuity Contract

A Pension Contract asset wrapper enabling US connected individuals to invest assets sitting in foreign countries in US based investment strategies without punitive taxation.

An opportunity for advisers with US connected clients to offer a tax friendly environment for non pensionable assets in one place.

A structure for US individuals to place their non-US assets and invest in US based strategies.

US Connected Individuals are; Green card holders, US citizens – either US born or US passport holders, Children of a US citizen.

These people can be residing anywhere globally.

RETIREMENT ANNUITY CONTRACT

A Pension Contract asset wrapper enabling US connected individuals to invest assets sitting in foreign countries in US based investment strategies without punitive taxation.

An opportunity for advisers with US connected clients to offer a tax friendly environment for non pensionable assets in one place.

A structure for US individuals to place their non-US assets and invest in US based strategies.

US Connected Individuals are; Green card holders, US citizens – either US born or US passport holders, Children of a US citizen.

These people can be residing anywhere globally.

Case Study

Background
Person with a US Green Card living in Hong Kong Owns an investment portfolio.

Issue
PFIC taxation / No access to US investments as resides outside the US

Solution
Removes the PFIC taxation
Gives access to US domestic investment market if required
Simple tax reporting
Free choice of where to invest the money

Consumer Protection
Plan and Provider are regulated by the Guernsey Financial Services Commission Plan is covered by the Channel Islands Financial Ombudsman

CASE STUDY

Background
Person with a US Green Card living in Hong Kong Owns an investment portfolio.

Issue
PFIC taxation / No access to US investments as resides outside the US

Solution
Removes the PFIC taxation
Gives access to US domestic investment market if required
Simple tax reporting
Free choice of where to invest the money

Consumer Protection
Plan and Provider are regulated by the Guernsey Financial Services Commission Plan is covered by the Channel Islands Financial Ombudsman

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FREE Investment Guide For Your Financial Future

FREE US Product Guide

HOW US CONNECTED CLIENTS CAN INVEST
INVEST WITHOUT PUNATIVE TAXATION
HOW TO INVEST SAFELY AND SECURELY

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US PRODUCT GUIDE

US CLIENT INVESTING
TAX EFFICIENT INVESTING
INVESTING SECURELY

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I have received financial advice from the NEBA team for a few years now. I have been very pleased with the quality and timeliness of the service provided and consider them to be knowledgeable and competent, always looking to provide the best solution. My US situation has always proved a stumbling block but NEBA have yet again come up with a solution for me.

“
David Leicester
Private Investor