Browse
Estate Planning
Blog Posts
Dive in to a world of pure understanding
Estate Planning
Indexed Universal Life (IUL) Insurance Vs Whole Life Insurance
Explore the differences between Indexed Universal Life (IUL) Insurance and Whole Life Insurance to determine which aligns with your financial goals, risk tolerance, and long-term planning needs.
Read Now
Estate Planning
Cash Value Insurance Policies and Their Relation to Indemnity Insurance in the UK?
Unravel the complexities of cash value policies and indemnity insurance in the UK, distinguishing between investment-focused products and coverage aimed at specific legal or financial risks.
Read Now
Estate Planning
Australian Estate Structure Template
Discover the intricacies of crafting a sophisticated estate structure in Australia, combining LLCs, trusts, and life insurance for asset protection and tax efficiency.
Read Now
Estate Planning
Exploring High-Value Cash Life Insurance Options in the UK
Explore the benefits and considerations of high-value cash life insurance in the UK to secure both life coverage and a long-term investment opportunity.
Read Now
Estate Planning
Buying Private Equity As Company/LLC?
Discover the advantages of investing in private equity through an LLC, from asset protection and tax benefits to operational deductions and enhanced credibility.
Read Now
Estate Planning
Step-by-Step Guide for Opening a Bank Account in Dubai (Including Free Zone Considerations)
This guide offers a detailed, step-by-step process for opening a bank account in Dubai, including considerations for businesses in Free Zones, from selecting the right zone and bank to understanding tax implications and regulatory compliance.
Read Now
Estate Planning
The Difference: Legal Financial Structuring vs. Biden Family Allegations
Explore the stark contrast between the legitimate use of trusts and LLCs for financial structuring and the allegations of misuse tied to the Biden family, highlighting the importance of adhering to legal and ethical standards in financial management.
Read Now
Estate Planning
Contact Professionals Now or After Liquidity Event?
Explore the advantages and disadvantages of consulting with financial professionals before and after a liquidity event, considering factors such as preparedness, tax planning, and the impact of sudden wealth management on decision-making processes.
Read Now
Estate Planning
Canadian Estate Structure Template
Breaking down a comprehensive Canadian estate structure example, showcasing how corporations, holding companies, family trusts, and life insurance can be utilised to protect assets, reduce taxes, and simplify wealth management.
Read Now
Estate Planning
When Should I Contact A Lawyer?
Outlining the crucial scenarios in the cryptocurrency world where consulting with a lawyer is essential.
Read Now
Estate Planning
When Should I Contact An Accountant?
Explore the key moments when engaging with an accountant becomes essential for managing your crypto finances, from tax preparation to strategic business planning, ensuring you're prepared with the right documents and objectives for your consultation.
Read Now
Estate Planning
How To Transfer Pre-IPO Shares to UK ISA
Explore the intricate process of transferring pre-IPO shares, like those from Linqto, into a UK Stocks & Shares ISA, including the challenges, regulatory considerations, and the importance of professional guidance.
Read Now
Lewsletter

Weekly notes on what I’m seeing

A personal letter I send straight to your inbox —reflections on crypto, wealth, time and life.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.