Ipanema Wealth
Ipanema Wealth
  • Видео 46
  • Просмотров 7 885
Cashflow & Budgeting for Expats
DISCLAIMER: The content in this video is for educational purposes and should not be interpreted as financial advice. Hire an advisor to discuss your specific circumstances.
Please LIKE and SUBSCRIBE if you fund the content useful.
Cashflow planning is one of the most important areas of international financial planning. At Ipanema Wealth, we have advised several expats and executives on developing a personalised strategy and working towards life goals, mainly retirement and financial independence.
There are many factors to consider when your income, assets and tax-reporting obligations are divided between two or more countries e.g. salary growth, periods of transition/unemployment, exchang...
Просмотров: 42

Видео

UK Election! How will this impact British citizens in Brazil?
Просмотров 684 месяца назад
* Disclaimer: This content is for educational purposes only and should not be interpreted as financial or tax advice. Consult an advisor to discuss your specific circumstances. In this video, Amit discusses a few questions re. the UK General Election and how a likely Labour government may affect British citizens and expats living in Brazil and Latin America. * Please LIKE and SUBSCRIBE if you f...
Top Financial Tips for Digital Nomads in Brazil
Просмотров 364 месяца назад
In this video, Amit summarises some practical financial planning tips directed at Digital Nomads in Brazil. This content is also useful for expatriates and long-term foreign residents across Latin America. More detailed content is available in previous videos which are conceptually relevant, although a few rules/regs have changed: Top Tips 1: ruclips.net/video/oGjEDCyurck/видео.htmlsi=6MN4B6UnK...
Financial considerations for Brits in Latin America
Просмотров 564 месяца назад
DISCLAIMER: The content in this video is for educational purposes and should not be interpreted as financial or tax advice. It is not directed at UK residents. Hire an advisor to discuss your specific circumstances. In this video, Amit discusses recent changes in the UK tax landscape which are relevant for the following audiences: * UK citizens living overseas as expatriates (temporary) and lon...
Expatriado brasileño: Planificación financiera internacional
Просмотров 208 месяцев назад
Asesoramos a un cliente brasileño en consolidación de activos y optimización fiscal. Mira nuestro vídeo y contáctanos a través de nuestro sitio web: ipanemawealth.com/contact/ Disclaimer: Ipanema Wealth Ltda provides financial planning advice and does not operate in capital markets. Background music: www.bensound.com License code: Z0IHZXIYGJWNEA9U
Planificación Financiera. Expatriados y Ejecutivos
Просмотров 349 месяцев назад
Una introducción en español. ¿Está pensando en crear una planificación financiera para el futuro? Mira nuestro vídeo y contáctanos a través de nuestro sitio web: ipanemawealth.com/contact/ Disclaimer: Ipanema Wealth Ltda provides financial planning advice and does not operate in capital markets. Background music: www.bensound.com License code: Z0IHZXIYGJWNEA9U
Expats returning from Brazil to the UK (and vice versa)
Просмотров 52Год назад
Let's talk expat financial planning on the bank of the River Thames in the village of Sonning. When an expat leaves Brazil and returns to the UK, their tax residency will change and they will have to complete an exit return in Brazil. They will also have to make a decision about how their assets are spread between the two countries and consider whether any income is generated in one or both cou...
Brazil-UK expats. Preparing a will.
Просмотров 46Год назад
How straightforward is arranging a will when your assets and family members are based in both the UK and Brazil? What is a mirror will and is it adjustable by either of the parties? How should a will be documented? What considerations should we factor into inheritance tax planning in the short and long term, given likely legislative changes? ipanemawealth.com/contact www.fernandaellis.com/?lang...
Digital Nomads in Brazil: Tax considerations
Просмотров 441Год назад
Amit Ramnani and Fernanda Ellis discuss some of the tax considerations in Brazil facing the new wave of digital nomads, either employed by multinationals or working independently. We filmed this in the village of Sonning in Berkshire. The flypast rehearsals, for the coronation of King Charles III, can be heard from the skies :) ipanemawealth.com/contact www.fernandaellis.com/?lang=en Disclaimer...
Ganho de Capital em Aplicações no Exterior
Просмотров 802 года назад
Uma conversa entre Mariana Oliveira e Amit Ramnani sobre a tributação de ganhos de capital em aplicações financeiras no exterior, por exemplo, uma conta de investimentos nos Estados Unidos ou no Reino Unido. 0:50. Possui um limite de isenção mensal? 2:12. DARF: como calcular e emitir? 3:45. Ganhos e rendimentos de uma empresa holding 4:40. Como preencher o Carne Leão? * * Inscreva-se, deixe o s...
Capital gains tax on Brazil-listed shares
Просмотров 1232 года назад
Amit Ramnani [expat financial advisor] and Mariana Oliveira [Brazilian tax accountant] discuss capital gains tax on shares listed on the Brazilian stock market. This content is particularly relevant for expats and long-term foreign residents in Brazil. 1:24. Monthly capital gains exemption 2:55. Deadline for tax payments 4:45. Which assets are covered by the monthly exemption? 5:50. Swing and D...
Brazilian Tax Return: Overseas Income and Assets
Просмотров 2,1 тыс.3 года назад
Amit Ramnani (expat financial advisor) and Fernanda Ellis (chartered accountant) discuss the following questions to help expats/residents in Brazil complete their tax return (IRPF): 1) How should overseas income be declared? 2) How should overseas assets be declared? We kindly request that you LIKE and SHARE this video if you find it useful :) DISCLAIMER This video is intended as friendly guida...
Declaring shares in the Brazilian tax return
Просмотров 1033 года назад
Amit Ramnani (expat financial advisor) and Fernanda Ellis (chartered accountant) discuss how expats/residents in Brazil should (1) declare their holdings of Brazil-listed shares in the annual tax return and (2) declare dividends and JCPs from Brazil-listed shares. * Please note, we are discussing Brazil-listed shares. The rules are different for overseas shares. We kindly ask for a LIKE if you ...
Capital Gains Tax on Shares in Brazil
Просмотров 1393 года назад
Amit Ramnani (expat financial advisor) and Fernanda Ellis (chartered accountant) discuss how capital gains tax is calculated on gains of Brazil-listed shares. This content is relevant for expatriates and tax residents in Brazil. Please note, the discussion does not cover international shares! If you find it useful or interesting, we kindly ask for a LIKE :) *DISCLAIMER* This video is intended a...
2021 Financial Tips for Expats in Brazil. PART 2
Просмотров 3013 года назад
Part 2: Financial Tips for Expats in Brazil in 2021. Most of the topics apply to expats and executives in Latin America and around the world. Based on our articles published last year: Tips 1-5: ipanemawealth.com/yearendexpatbrazil1/ Tips 6-10: ipanemawealth.com/2020expatbrazil/ *DISCLAIMER* The content in this video is for educational purposes and should not be interpreted as specific financia...
International Fund Platforms and Taxation in Brazil
Просмотров 643 года назад
International Fund Platforms and Taxation in Brazil
2021 Financial Tips for Expats in Brazil
Просмотров 5063 года назад
2021 Financial Tips for Expats in Brazil
Setting Up a Business in Brazil
Просмотров 1053 года назад
Setting Up a Business in Brazil
Brazilian Central Bank declaration - DCBE
Просмотров 863 года назад
Brazilian Central Bank declaration - DCBE
Pensions for British expats in Brazil
Просмотров 783 года назад
Pensions for British expats in Brazil
Investments for British Expats in Brazil - ISAs
Просмотров 493 года назад
Investments for British Expats in Brazil - ISAs
It's never the right time to invest!
Просмотров 474 года назад
It's never the right time to invest!
Rio de Janeiro... Life in times of Corona
Просмотров 324 года назад
Rio de Janeiro... Life in times of Corona
Brazilian Real at record low against Sterling! Good time to transfer Pounds to Brazil?
Просмотров 824 года назад
Brazilian Real at record low against Sterling! Good time to transfer Pounds to Brazil?
A importância do planejamento financeiro (Flavia Guerra)
Просмотров 1835 лет назад
A importância do planejamento financeiro (Flavia Guerra)
Investir no Exterior: Considerações Gerais
Просмотров 276 лет назад
Investir no Exterior: Considerações Gerais
Diversificar a sua carteira em moedas diferentes
Просмотров 296 лет назад
Diversificar a sua carteira em moedas diferentes
Expat financial planning: Transition and Relocation
Просмотров 906 лет назад
Expat financial planning: Transition and Relocation
Swiss investment solutions and the Common Reporting Standard (CRS)
Просмотров 3356 лет назад
Swiss investment solutions and the Common Reporting Standard (CRS)
Australian Expatriate - Retirement planning case study
Просмотров 847 лет назад
Australian Expatriate - Retirement planning case study

Комментарии

  • @michaelferrett5263
    @michaelferrett5263 4 месяца назад

    uk property n pensions.......

  • @sgill4833
    @sgill4833 Год назад

    So there's no taxes on foreign dividends?

    • @ipanemawealth
      @ipanemawealth Год назад

      If you are a fiscal resident of Brazil, foreign dividends are *subject* to taxation. Need to be declared in Brazil.

    • @sgill4833
      @sgill4833 Год назад

      @@ipanemawealth Oh that sucks, so Portugal is better no tax on foreign dividends.

  • @sgill4833
    @sgill4833 Год назад

    If you pay withholding tax on dividends in your home country, do you have to pay in Brazil? Say from US/Canada.

    • @ipanemawealth
      @ipanemawealth Год назад

      It depends on the difference between US/Can withholding tax and the rate in Brazil... and of course, your tax residency status.

  • @michaelyoung3762
    @michaelyoung3762 2 года назад

    I love the grounded reality of this channel, its normal to see so many investors panic amid a worsening bearish market but it is also important to note that the market situation is nothing new in the crypto world. Several factors are driving negative sentiment in the stock and crypto markets right now including inflation, a shaky stock market, rising interest rates, and recession fears. As a result, BTC has dropped significantly from its all-time high, breaking below several key technical levels. As a crypto investor, the current situation might seem bleak. However, there are several tried and tested expert suggested investment strategies that can help you accumulate the current crypto storm, in few weeks of implementing trade with accurate signals directly from Theo Ryan, I have been able to accumulate over 19.5 btc despite the current state of the market.

    • @isabellawilliam77
      @isabellawilliam77 2 года назад

      Hello...I have been looking for such a profitable signals and guides from a pro trader for some time now how do i contact him?

    • @michaelyoung3762
      @michaelyoung3762 2 года назад

      @Theo917 That's👆his username / telegram

    • @isabellawilliam77
      @isabellawilliam77 2 года назад

      @@michaelyoung3762 Thanks for sharing his telegram details, this gave me a small amount of hope thanks, i’ll surely reach out to him and start learning the right way, tired of loosing from price drops,

    • @marko3972
      @marko3972 2 года назад

      I'm also a subscriber of his signals, and if I were to rate their accuracy I would say 95%

    • @lucaswilliam6452
      @lucaswilliam6452 2 года назад

      I barely made anything from the market always FUD at every little dip until I gave using a portfolio manager/advisor a try. My portfolio rose from $70k to over $150k in 8 months. Thanks to a great manager.

  • @fernandaellis3007
    @fernandaellis3007 2 года назад

    Thank you both, great video!

  • @b1ueocean
    @b1ueocean 2 года назад

    3:00 no additional tax to be paid in Brazil… this implies then that digital nomad types working remotely as tax residents in Brazil don’t have to pay INSS social security contributions (for example) against their foreign sourced income 🤔 So much conflicting information online I’m thinking it makes more sense just to print off all of the tax legislation provisions in Portuguese and read them myself 🤭😋

  • @Acorn-lodge
    @Acorn-lodge 2 года назад

    How can I legally reduce or avoid (not evade) Brazilian Worldwide income tax if my income is from abroad and I'm a resident in Brazil?

    • @ipanemawealth
      @ipanemawealth 2 года назад

      Hi Samuel, please get in touch via our contact page. It depends on several factors.

  • @lemmims8622
    @lemmims8622 3 года назад

    I think your who I need I looking to invest in brasil and looking to set up an investment fund for my girlfriend for her future she's brasilian I am from the United States

  • @pablo1980r
    @pablo1980r 3 года назад

    What about crypto. Is trade ex.BTC to crypto recognised as a taxeble event or only crypto to fiat?

    • @ipanemawealth
      @ipanemawealth 3 года назад

      Crypto to fiat - definitely a chargeable event. Crypto to crypto - a more complex topic and it depends on the nature of the transaction and the type of exchange/trading acct.

  • @pablo1980r
    @pablo1980r 3 года назад

    Any chance to talk about taxes on crypto e.g. airdrop, staking etc. Por favor😉

  • @pablo1980r
    @pablo1980r 3 года назад

    If I make less then 20k every month that's mean I will not pay CGT, or I just don't have to declare it every month but still in the end of the year I will pay it?

    • @ipanemawealth
      @ipanemawealth 3 года назад

      If you sell (not gain) less than R$20K worth of shares in a calendar month, you will not be liable for CGT on the profit for that month. Note, that swing and day trade are in separate categories.

    • @pablo1980r
      @pablo1980r 3 года назад

      @@ipanemawealth is profit from swing trade and day trade recognised as a income ?

    • @ipanemawealth
      @ipanemawealth 3 года назад

      Gain (ganho liquido)

  • @pablo1980r
    @pablo1980r 3 года назад

    Great topic! 👍

  • @ronniesmith2499
    @ronniesmith2499 3 года назад

    So I send my family there money every month from England . Will they pay tax on that at there end ??

    • @ipanemawealth
      @ipanemawealth 3 года назад

      Hi Ronnie, depends on annual amounts and the tax residencies of donor/recipients. Feel free to send us a message via the website. Tks

    • @ronniesmith2499
      @ronniesmith2499 3 года назад

      @@ipanemawealth money is never straight to there banks . It’s always a pick up , a collection which is a good thing . But I think they’ll tax is on the assets we have . Can’t even get back there at the moment. I hope you well and safe and being careful . Thanks so much for thr message back . I’m grateful 🙏🏻

    • @ipanemawealth
      @ipanemawealth 3 года назад

      My pleasure, Ronnie. I hope you are able to return to Brazil once the travel restrictions ease.

    • @ronniesmith2499
      @ronniesmith2499 3 года назад

      @@ipanemawealth where are you based ??? In Rio ?? Maybe we could meet up once I’m back?? I live in buzios rj the place is a ghost town really sad .

    • @ipanemawealth
      @ipanemawealth 3 года назад

      @@ronniesmith2499 sure, pls send a message via the site - contact form.

  • @robsmakman5475
    @robsmakman5475 3 года назад

    Excellent Amit- always to the point and accross the issues. i like how you updated the presentation in the text after initial publication- the rules are ever changing!

  • @andreiamarques8945
    @andreiamarques8945 3 года назад

    Great! Thanks a lot!

  • @andreiamarques8945
    @andreiamarques8945 3 года назад

    Great information, thanks!

  • @andreiamarques8945
    @andreiamarques8945 3 года назад

    Nice!!! Thanks a lot!!!

  • @andreiamarques8945
    @andreiamarques8945 3 года назад

    Thanks a lot! very helpful!

    • @ipanemawealth
      @ipanemawealth 3 года назад

      Thanks, next one (tips 6-10) will be released soon :)

  • @andreiamarques8945
    @andreiamarques8945 3 года назад

    Great video! very important information!

  • @fernandaellis3007
    @fernandaellis3007 3 года назад

    Excellent Amit! Thank you for tips

  • @FHIPrincePeter
    @FHIPrincePeter 4 года назад

    Good video but get a shave next time and wear a tie!