The recent decision by CARF on the taxation of offshore trusts was featured in a NeoFeed report, with insights from our partner Alamy Candido.

The ruling moves away from the automatic taxation of amounts distributed by trusts and reinforces the need to distinguish their nature, whether income, capital gains, or return of principal.

Alamy also highlights the evolution in the use of trusts, which are taking on a broader role among high net worth families, with a focus on governance, organization, and access to wealth for future generations.

In a context of increasing tax scrutiny, this precedent contributes to greater predictability and is likely to influence both defense strategies and tax planning.

Read the full article: https://neofeed.com.br/wealth-management/trust-no-exterior-decisao-protege-grandes-fortunas-de-tributacao-automatica-do-fisco/