DR Asset Planning works with a fully independent and privately owned life insurance company, applying an open architecture model designed to suit wealth management, tax planning and asset protection for individuals with high net worth. We offer Private Placement Life Insurance (PPLI) life insurance solutions, using the services of highly qualified and independent service providers. Our business partners are financial institutions regulated in a stable and strong regulatory environment.
News
23 de October de 2023
The Corporate Transparency Act (“CTA”) was enacted in the United States of America (“USA”) in January 2021 and is set to take effect on 1st January, […]
23 de October de 2023
The British Virgin Islands (“BVI”) Business Companies Act was amended on 1st January, 2023, with the main change being in Section 98. As a result, each […]
23 de October de 2023
In October 2023, the Portuguese Prime Minister announced the end of the “Non-Habitual Resident” (“RNH”) program, which provided a special tax regime for foreigners not habitually […]