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Andrew Rogerson lectures on Asset Protection

Andrew Rogerson will be delivering a presentation on Asset Protection to members of the legal profession in Toronto on Thursday 11th February 2016 entitled “Equity Stripping – the Bad Businessman Defence “. This is part of the Continuing Professional Development series

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Asset Protection and Bankruptcy – Pitfalls for Unwary Practitioners

By Andrew Rogerson TEP STEP Journal – November/December 2009 In the last edition of STEP Journal, I explained how the Superior Court of Ontario in Peake v Dashney (1) had deftly sidestepped the so called Collateral Attack Rule. The Rule

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Asset Protection – How to get it right

By Andrew Rogerson LLB (Hons) TEP The way to avoid asset protection settlements being set aside, is to plan well in advance and structure them for bona fide purposes unconnected to asset protection. This is so, even if asset protection

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Choosing Your Offshore Tax Haven

Chapter 59 in T.A.S.K., published by Lexis Nexis View Full Version as Printed By: Andrew Rogerson Turquoise seas, pristine coral, endless and near-deserted white sandy beaches   with iconic palm trees; a holiday is but a dream for most bankruptcy lawyers  

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Foundations – Canadian Tax Considerations

The CRA generally has, in the past, sought to tax some foundations as if they trusts, (and, accordingly, apply the punitive tax regime applicable to Non Resident Trusts (NRT’s)). The CRA position outlined in their Technical News #38, states as

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Helping Pilots with CRA / Tax Issues

Over the years, whilst practising in the Caribbean, Channel Islands and now in Canada, Andrew Rogerson has acted for many airline pilots in the field of Canadian tax residency, asset protection and cross-border divorce. Many Canadian pilots, who have chosen

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Insurance Products for Creditor Protection

Creditor Protection using Insurance By Andrew Rogerson LLB (Hons) TEP Financial and insurance professionals, who have mastered the theory of asset  protection, seek knowledge of suitable products to recommend to their clients. This is the purpose of what follows. But

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Obtaining Your Own Offshore Banking License

By Andrew Rogerson LLB (Hons) TEP Having one’s own bank is a very valuable asset. It opens the door to all manner of financial transactions using funds originating from Canada. Funds sent offshore to establish the bank are a straightforward

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Offshore Trusts and Canadian Taxes

By Andrew Rogerson LLB (Hons) TEP Offshore trusts were widely used in the past by Canadians to effect savings   of domestic taxes. By degrees the Canadian Government has amended the Income Tax Act to attempt to deem offshore trusts, in

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Offshore Trusts and Offshore Bank Accounts: still suitable for Canadians?

There was a time when it was possible to substantially reduce, or even eliminate your Canadian tax liability by earning your income in an offshore company, or offshore trust – and depositing the proceeds in an offshore bank account.   Unfortunately,

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Onshore…Offshore

By Andrew Rogerson LLB (Hons) TEP Canadian banks and trust companies have a major presence in the Caribbean. First time Canadian tourists to many of the island tax havens are often surprised to see the same logo of their bank

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Property Co-ownership Disputes: how does it work?

Disputes often arise out of the co-ownership of land and property, and understanding the rules behind property co-ownership can help minimize the risk of potential litigation.  When more than one individual is buying a property – taking expert legal advice

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Rogerson Law Corporation helps change Cayman Islands law relating to Mareva Injunctions

Cayman Joins the Club By Andrew Rogerson LLB (Hons) TEP STEP Journal – August 2011  On 10 May 2011, the Cayman Islands Grand Court joined Jersey, The Isle of Man and the British Virgin Islands by granting a ‘free-standing’ Mareva

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Ruling on Residency

By Andrew Rogerson LLB (Hons) TEP STEP Journal – September 2007 Andrew Rogerson discusses the Canadian approach to non resident status A recent article by Tim Bennett   helpfully analysed the   problematic UK decision on tax   non residency status in the

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Selecting an Offshore Jurisdiction

By Andrew Rogerson LLB (Hons) TEP There are many offshore jurisdictions in which a trust or company may be established. Some are extremely successful. For example Cayman is the worlds 5thlargest banking centre with $1.4 trillion in assets including 8,000

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STEP Arabia Feature: Leaving on a High

View Full Version as Printed Laurence Black’s final conference as STEP Arabia Chair showcases the branch’s successful history As Reviewed by Andrew Rogerson TEP, a Barrister and Solicitor in Toronto Laurence Black’s final conference as STEP Arabia  Chair showcases the

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Taking Advantage of The Double Tax Treaty with Barbados

By Andrew Rogerson LLB (Hons) TEP Barbados, in common with most offshore finance centres, provides a favourable   tax regime for International Business Corporations (“IBC”s). IBC status is given to companies that are carrying on the business of international manufacturing or

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Tax Departure From Canada

A Break from the CRA (and Canadian Winters)… By Andrew Rogerson LLB (Hons) TEP Canadian executives (and their families) transferred overseas are usually very excited about the possibility of broadening their horizons. Living in places they have only heard or read

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The Best Protection – Asset Protection for the Modest Estate

The best protection By Andrew Rogerson  STEP Journal February 2011 – View Original Article Offshore tax havens (as they used to be called) have an exotic ring. Before our first meeting, many of my new clients have read lots on

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The NDP crackdown on tax havens

By Ira Basen of CBC on April 27, 2011 4:53 PM “If the old Ottawa was serious about going after tax havens, they would have invested in the Canada Revenue Agency because the best darn return on a tax dollar

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