How PPLI, Private Placement Live insurance, and EWP, Expanded Worldwide Planning, can help on Real Estate investments?
PPLI and EWP are financial planning tools that can be used to optimize real estate investments.
PPLI is a type of life insurance policy that allows taxpayers to structure their assets according to their planning needs while complying with tax authorities worldwide.
EWP, on the other hand, is a type of international tax planning that simplifies existing structures and minimizes reporting obligations under the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).
EWP can provide a tax shield for real estate investments by adding a PPLI policy held by the correct entity in the proper jurisdiction. This structure can help preserve wealth, enhance privacy, and protect against data breaches.
If you are a real estate investor, you may be looking for ways to optimize your tax situation and protect your assets from creditors and lawsuits. One strategy that can help you achieve these goals is to use a combination of PPLI and EWP.
In this blog post, we will explain what these acronyms stand for, how they work, and what benefits they can offer to real estate investors.
PPLI stands for Private Placement Life Insurance, which is a type of life insurance policy that allows you to invest in a wide range of assets, including real estate, without paying income or capital gains taxes on the growth of your policy.
PPLI policies are customized to suit your specific needs and objectives, and they offer a high degree of flexibility over your investments. PPLI policies are also exempt from estate taxes, as long as they are structured properly.
EWP stands for Expanded Worldwide Planning, which is a comprehensive approach to wealth planning that incorporates PPLI as a key component. EWP is based on six principles: privacy, asset protection, tax shield, succession planning, compliance simplifier, and trust substitute.
By using EWP, you can create a holistic plan that covers all aspects of your wealth management, from tax optimization to asset protection to legacy planning.
How can PPLI and EWP help you as a real estate investor?
Here are some of the advantages:
– You can defer or eliminate taxes on the income and capital gains from your real estate investments, which can significantly increase your returns over time.
– You can protect your real estate assets from creditors, lawsuits, and other risks, by placing them inside a PPLI policy that is owned by an irrevocable trust or an offshore entity.
– You can simplify your reporting and compliance requirements, by consolidating your real estate holdings under one PPLI policy that is recognized by most jurisdictions around the world.
– You can plan for the future of your family and your business, by using PPLI and EWP to create a customized succession plan that ensures a smooth transfer of your wealth to your heirs or beneficiaries.
Please note that these tools are complex and require careful consideration before implementation. It is advisable to consult with a financial advisor or tax professional before making any decisions.
If you are interested in learning more about how PPLI and EWP can help you with your real estate investments, please contact us today. We are experts in designing and implementing PPLI and EWP solutions for high-net-worth individuals and families.
We can help you create a plan that meets your unique needs and goals.
EWP Financial, your best source for PPLI and EWP.
~ Your best source for PPLI and EWP