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Prominent US tax adviser Matthew Ledvina has recently suggested that high net worth individuals consider the specifics of their life insurance policies in relation to the U.S tax system. With a detailed knowledge of a class of policies known as Private Placement Life Insurance (PPLI) he is aware of a number of key issues to consider.
“PPLI arrangements have been around for some time, but many people are unaware of the benefits they have to offer” says Matthew Ledvina. “By allowing you to own tax-inefficient assets in a structure which is highly tax-efficient, they provide flexibility in the form of no surrender charges and tax-free passing of death benefits to name beneficiaries. This offers a range of ways in which individuals and families can structure their financial affairs to reduce stress and uncertainty.”
Ledvina specializes in the intricacies of US taxation, has specialist knowledge of investing in key asset classes, and regularly advises on trust formation and structuring. His approach is to simplify complex options by providing personal consultancy that allows individuals to make informed choices that benefit them for the long term. “I believe that by taking a back-to-basics approach with complex issues like PPLI, and spelling out the specific benefits for an individual, life insurance choices can be significantly simplified and optimized,” adds Ledvina.
His firm, Aerium Strategies, provides U.S tax advice to cross-border families and high net worth individuals looking to assess their financial options. Through a combination of transparency and compliance he delivers services which allow his clients to plan years in advance with clarity and peace of mind.
Ledvina’s other primary interest is leveraging emerging technology to accelerate business growth and deliver services to new audiences. This allows his efforts to reach more people so they can make informed choices about complex issues such as PPLI.
About Matthew Ledvina:
Matthew Ledvina is a cross-border tax adviser at Aerium Strategies. He is also a director for a London-based Fintech firm working in the area of asset-backed lending. Specific areas of expertise include leveraging life insurance as part of long term tax planning, trust formation and oversight, and cross-border tax considerations for people with U.S interests. He is also an avid believer in the power of emerging technologies, such as AI, to provide new opportunities for business growth and development.
