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ALIYA
Wealth Management for New Israeli Residents or Returning Residents
If you have immigrated to Israel or are considering making Aliya, there are various Israeli tax benefits for Olim that should be taken into consideration when managing your wealth.
However, that Aliya 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 (United States, various EU jurisdictions, UK), such as trusts and inheritances.
Also, one should be aware that capital gains after the 10-year tax break of Aliya shall be imposed so that it is important not to accumulate considerable capital gains at the end of this period.
As a Family Office providing services to many Olim based in Israel and their relatives living across Europe (France, UK, Germany, Switzerland, Belgium etc.), we can help you with international tax planning, estate planning, restructuring your wealth before and after you made Aliya.
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