Japan Cross Border Resources

From Planipedia

Thanks to the Financial Planning Association for sharing their material to create this page.

Contents 1 Country Information - Japan 2 Immigration Issues 3 Cash management 4 Tax Planning 5 Investment Planning 6 Risk Management 7 Retirement Planning 8 Estate Planning and Succession Taxes 9 Local Regulation 10 Referrals to Local Planners

Country Information - Japan

In an effort to provide information on financial planning issues in Japan, 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

• http://www.economist.com/countries/Japan/ (com)
• http://www.japantimes.co.jp/ (com)
• http://www.mofa.go.jp/ (gov)
• http://www.japanreference.com/ (com)

Health

• http://www.mhlw.go.jp/english (gov)
• http://www.ldb.org/vl/geo/asia/3jpn.htm (org)

Social Security Coverage

• http://www.sia.go.jp/e/index.html (gov)
• http://www.mhlw.go.jp/english/org/policy/p41.html (gov)

Education standards

• http://www.mext.go.jp/english/index.htm (gov)
• http://www.educationjapan.org/ (org)

Ex-pats opinions on quality of life

• http://www.expatexchange.net/expat/index.cfm?frmid=234&forumid=0&dbname=ee&shared=N (com)

Immigration Issues

Legal Residency

• http://www.kpic.or.jp/seikatu/pro-1.html (org)
• http://www.moj.go.jp/ENGLISH/information/iic-01.html (gov)

Visas and immigration requirements

• http://www.mofa.go.jp/j_info/visit/visa/index.html (gov)
• http://www.moj.go.jp/ENGLISH/information/iic-01.html (gov)

Exchange Control

• http://www.meti.go.jp/english/report/data/g314001e.html (gov)
• http://www.wtcjapan.ne.jp/load.php?html=proce11_0&lang=US (com)

Cash management

Bank Accounts

• http://www.educationjapan.org/jguide/money.html (org)

Currency conversion

• http://www.xe.com/ucc/ (com)

Education Costs

• http://www.educationjapan.org/jguide/costs.html (org)

Cost of Living Analysis

• http://www.educationjapan.org/jguide/money.html (org)
• http://www.japan-guide.com/e/e2202.html (com)

Housing issues

• http://www.japan-guide.com/e/e2202.html (com)

Tax Planning

• http://www.mof.go.jp/english/tax/tax.htm (gov)
• http://www.hp.jicpa.or.jp/english/ (org)
• http://www.mof.go.jp/english/tax/tax001/tax01.htm (gov)
• http://www.gtjapan.com/english/doing/200712_doing_b_j.pdf (com)

Determining Liability for Income and Gains Taxes

• http://www.nta.go.jp/taxanswer/english/gaikoku.htm (gov)
• http://www.mof.go.jp/english/zei/report/zc001a.htm#02 (gov)
• http://www.mof.go.jp/english/zei/report2/zc001b10.htm (gov)

Determining Liability for Estate Taxes

• http://www.mof.go.jp/english/zei/report2/zc001f06.htm (gov)
• http://www.mof.go.jp/english/tax/tax001/tax10.pdf (gov)

Exit Taxes and Final Tax Return

• http://www.jetro.org.au/sydney/invest/publi/pandc/yellow/M4.pdf (gov)
• http://www.nta.go.jp/taxanswer/english/12004.htm (gov)
• http://www.s-i-a.or.jp/english/qa/qa33.html (org)

Foreign Tax Credit Arrangements

• http://www.nta.go.jp/taxanswer/english/12006.htm (gov)

Local taxation of non-local pensions and investments

• http://www.jetro.org.au/sydney/invest/publi/pandc/yellow/M4.pdf (gov)

Investment Planning

Asset Allocation Viewed Globally

• http://www.fsa.go.jp/en/index.html (gov)
• http://www5.cao.go.jp/keizai/index-e.html (gov)
• http://www.kwrintl.com/fdiseminar/index.html (com)

Risk Management

Local Litigation Risks

• http://www.sonpo.or.jp/en/ (org)

Liability Insurance

• http://www.sonpo.or.jp/english/english.html (org)

Health Insurance

• http://www.sia.go.jp/e/index.html (gov)
• http://www.educationjapan.org/jguide/insurance.html (org)
• http://www.hataraku.metro.tokyo.jp/siryo/panfu/panfu49-2/pdf/8.pdf (gov)
• http://www.jetro.go.jp/en/invest/setting_up/laws/section4/page9.html (gov)

Property Insurance

• http://www.sonpo.or.jp/en/ (org)

Long-Term Care Insurance

• http://www.mhlw.go.jp/english/topics/elderly/care/index.html (gov)
• http://www.fukushihoken.metro.tokyo.jp/kourei/koho/pamphlet/files/eigo.pdf (gov)

Retirement Planning

Local Pension Design and Tax Structure on Encashment

• http://www.sia.go.jp/e/index.html (gov)
• http://www1.mhlw.go.jp/english/wp_5/vol2/p2c10.html (gov)
• http://www.consular.australia.or.jp/jppension.html (gov)

Social Security Agreements between Countries

• http://www.sia.go.jp/e/ag.html (gov)
• http://www.sia.go.jp/e/index.html (gov)
• http://www1.mhlw.go.jp/houdou/1202/h0229-1_20.html (Jpn gov)
• http://www.jil.go.jp/english/laborinfo/library/documents/2003brief_0425.pdf (gov)

Transferability of Pensions

• http://www.jetro.go.jp/en/invest/setting_up/laws/section4/page9.html (gov)

Estate Planning and Succession Taxes

• http://www.mof.go.jp/english/tax/e021119a.htm (gov)
• http://www.mof.go.jp/english/tax/tax2003/tax2003_tr.htm (gov)
• http://www.gtjapan.com/english/doing/200712_doing_b_j.pdf (com)

Impact on Estate if there is no local Will

• http://www.nichibenren.or.jp/en

Creating an International Trust

• http://www.gtjapan.com/english/ps/newsletter/070718_Japan_Tax_Bulletin.pdf (com)

Local Regulation

• http://www.fsa.go.jp/en/index.html (gov)

Referrals to Local Planners

• Contact US representative for the Japan Association for Financial Planners, Suzue Sato, at suzue@jafp.or.jp for referrals.