Mark Morris on CRS/CARF loopholes

21/10/2025 56 min Temporada 1 Episodio 17
Mark Morris on CRS/CARF loopholes

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Episode Synopsis

Mark Morris has consulted for the OECD, EU, German Parliament, and German Green Party.He specializes in setting up structures that are more sophisticated than the typical trust and foundation.00:00 Intro 00:22 Mark’s background 03:00 What is FATCA (Foreign Account Tax Compliance Act ), CRS (Common Reporting Standard) and CARF (Crypto-Asset Reporting Framework)? 08:26 CRS tax loopholes 17:04 CARF - loopholes and reporting obligations 19:55 What are SPV custodial institutions? 25:50 Cook Islands trust alternatives 31:21 Norway - Svalbard trusts 38:25 Why Dubai companies don’t work for “hiding assets” 39:57 Any changes to UK non-resident trusts or Svalbard trusts? 44:48 Three ways to choose from 48:10 CARF crypto loopholes 50:04 Politically Exposed Persons (PEPs) confidentiality and banks 52:06 What changes do you expect in the coming years? Real estates? 55:37 Closing-------------------------------------------- Adam, the host of The Adam Fayed Show for Expat Wealth, is an internationally recognised author on financial matters with over 830million answer views on Quora, a widely sold book on Amazon, and a contributor on Forbes. 🎁 More contents on My website: https://adamfayed.com Quora: https://www.quora.com/profile/Adam-Fayed/answers LinkedIn: https://www.linkedin.com/in/adam-fayed-tokyo Instagram: https://www.instagram.com/theadamfayed Facebook: https://www.facebook.com/adamfayed2020/ The contents of this podcast should not be considered financial, legal, or tax advice, and is not a recommendation or solicitation to invest. Any products discussed are only for certified investors.