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November 8, 2020

Leveraged Portfolio: Financing an overseas property purchase

Disclaimer:  The following article is for educational purposes and should not be interpreted as a specific financial recommendation. Please see our disclaimer here.    Expats in Latin America have limited routes to raising finance for the purchase of a local property.  Offshore bank mortgages (e.g. Isle of Man, Jersey) for the purchase of Latam properties are […]

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November 2, 2020

Update: Declaration of Brazilian Capital Overseas (DCBE)

On 30 July, the CMN (Conselho Monetário Nacional) raised the minimum declaration requirement for residents of Brazil.  The limit was multiplied by 10, from US$100,000 to US$1,000,000. Only individuals (pessoas físicas) holding the equivalent of US$1M overseas are required to complete the annual DCBE (Declaração de capitais brasileiros no exterior). The decision was taken to reduce the cost […]

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October 7, 2020

Investment solutions for British expats, resident in Brazil

Let’s discuss some of the main savings and investment options available to British expatriates, resident in Brazil, and the key considerations which an independent financial advisor should take into account.  We’ll focus on solutions in the UK and in OFCs (offshore financial centres). Note, all assets, income and realised gains should be declared in your […]

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October 5, 2020

Retirement case studies

Coming soon!   Images from rawpixel.com

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May 29, 2020

Declaration of Brazilian Capital Overseas (DCBE)

Foreign capital owned by Brazilian residents must be registered with the Central Bank of Brazil – Banco Central do Brasil – in a form known as the Declaração de Capitais Brasileiros no Exterior (DCBE). *  * UPDATE re. declaration limit * *  Registration is via self-declaration for all overseas assets above the equivalent of USD […]

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May 6, 2020

UK and US expats: Will lockdown affect your tax residency status?

What if Harry and Meghan were residents of Brazil?   Coronavirus travel restrictions have resulted in many individuals exceeding the maximum number of days to maintain their non-resident status in the UK and US.   The question is whether these extra days will be considered as being in ‘exceptional circumstances’ for the purpose of determining […]

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April 15, 2020

Reminders for Expats filing Brazilian Tax Returns (IRPF 2020)

The deadline for the Brazilian tax return (IRPF) has been extended from 30 April to 30 June.  Nevertheless, we recommend that you prepare your tax return as soon as possible and not leave it to the final week!  If you are filing for the first time in Brazil, we recommend that you seek the help of […]

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April 3, 2020

Financial Decisions in Times of Coronavirus

  Let’s discuss how to structure our decision-making during this coronavirus uncertainty. In our monthly breakfast seminars – Financial Markets Café – we often ask our guests to highlight what they consider to be potential geopolitical risks and triggers of market volatility.  This became increasingly important in 2018/2019 during the late stage of one of […]

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January 25, 2020

2020 Financial Tips for Expats in Brazil – Part 2

Welcome to Part 2.  Here are some more practical and actionable tips for expats and long-term foreign residents in Brazil.  Much of the content is also useful for Brazilian nationals and Mercosul residents. Disclaimer:  We are providing guidance and personal opinions which should not be interpreted as specific investment advice!   6. Tax return (IRPF) 7. […]

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November 21, 2019

2020 Financial Tips for Expats in Brazil – Part 1

Welcome to the first part of our early Christmas present for our readers.  We have compiled some practical and actionable tips for expats and long-term foreign residents in Brazil which are all based on a variety of client cases and feedback.   Much of the content also applies to Brazilian nationals. Feel free to comment below or […]

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Ipanema Wealth in the Media

2017

Brazilian tax amnesty and missed opportunities 

Impact of UK general election

Leveraged portfolio podcast

Back to Basics – Martin and Maria

2016

BREXIT

Taxing affairs – Common Reporting Standard (CRS)

US expats – PFIC trap

The importance of financial planning- interview

Financial planning in a world of volatility

Financial planning for life changes

2015

US expat financial planning

Opportunities in Brazil

Currency volatility

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