Bahamas Cross Border Resources
From Planipedia
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Contents |
Cross-Border Planning - Overview
 | Great Content: The Financial Planning Association has volunteer Geographic Focus Groups that have created overviews of the planning profession in different countries, including Bahamas. Additional country content can be found on the public section of the FPA web site under Cross-Border. |
Country Information - Bahamas
In an effort to provide information on financial planning issues in the Bahamas, FPA volunteers have gathered the following links together to point you towards a variety of different resources.
Each link has a descriptive tag explaining what type of site the link goes to. The tags are: • GOV for government or regulatory sites • ORG for non-profit or association sites • EDU for academic or educational sites • COM for commercial sites, such as product providers
Virtually all of the links lead off of FPA's Web site.
Quality of life – local flavor and customs
Health
Social Security coverage
Education standards
Ex-pats opinions on quality of life
Immigration issues
Legal Residency
Visas and immigration requirements
Exchange Control
Cash management
Bank accounts
Currency conversion
Education costs
Cost of living analysis
Housing issues
Tax Planning
Determining liability for income and gains taxes
Determining liability for estate taxes
Exit taxes and final tax return
Foreign Tax Credit arrangements
Local taxation of non-local pensions and investments
Investment Planning
Asset Allocation Viewed Globally
Risk management
Local litigation risks
Liability Insurance
Health Insurance
Property Insurance
Retirement Planning
Local pension design and tax structure on encashment
Social Security agreements between countries
Transferability of Pensions
Estate Planning and Succession Taxes
Impact on Estate if there is no Local Will
Marital exemptions
Local taxation of non-local trusts
Creating an international trust
Local Regulation
Referrals to Local Planners
No Financial Planning Association currently in place. Financial Planning advice is distributed via Banks, Accounting Firms, and Insurance Companies
