WEALTH MANAGEMENT FOR OLIM CHADASHIM
If you have immigrated to Israel within the past 10 years or are considering making Aliyah, there are various Israeli tax benefits for Olim Chadashim that should be taken into consideration when managing your wealth.
However, that 10-year tax window will close before you realize it, so it is crucial to undertake medium-term and long-term financial planning to ensure that your investments are suitably structured. Israeli citizens are taxed on their worldwide income so your wealth management should take into account all assets located outside Israel, and financial connections with family members in other jurisdictions, such as trusts and inheritances.
Philip Braude can help you with international tax planning, estate planning, investment marketing, restructuring trusts, and all aspects of financial planning, whether before or after you make Aliyah.
We recommend that you refer to our regularly updated Israel Tax Guide and contact us to arrange a confidential consultation in Israel.