April 2026 Plan B Confidential Q&A

Plan B Confidential

Monthly Q&A

  • Korea, Republic of, Mauritius, Mexico, Portugal, Uruguay
Get this resource as a pdfPrint/Save PDF Now

In this resource we've covered...

In this month’s Q&A, we are answering your questions related to banking access, residency options, and tax exposure.

Inside, we cover:

Mexico banking after Intercam’s takeover by Kapital, and whether Mexico still works for foreign account opening.

Golden Visas for Americans, and why they still make sense for optionality, even if they do not make the IRS disappear.

Uruguay, including the new US$100,000 annual investment route, the wealth tax, and why tax residents and non-residents can face very different treatment.

Starting a Plan B from scratch, especially if ancestry-based citizenship is not available.

Portugal residency options for UK citizens looking to spend more time in Madeira or mainland Portugal after Brexit.

Mauritius retirement residency, including how the US$24,000 annual transfer requirement actually works.

South Korea’s F-5-13 pensioner visa, a niche but interesting direct-to-permanent-residence route for high-pension retirees.

As always, the goal is to cut through the brochure language and focus on what matters in practice: what still works, what is getting harder, and where the fine print changes the answer.

And if you have any questions for future monthly Q&As, send us an email at [email protected].

Replacement for Intercam Bank in Mexico Intercam Bank in Mexico was taken over by Kapital Grupo Financiero. This was one of the main banks foreigners could use, especially Americans and Canadians. Just wanted to flag it — do you think this changes anything in practice? Are there still good banking options in Mexico for foreigners,…

- Members Only Content -
You need to be a member of Plan B Confidential to access this content.

Neither this document, nor any content presented by our organization, is intended to provide personal tax or financial advice. This information is intended to be used and must be used for information purposes only. We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment. The information contained in this report is based on our own research, opinions, as well as representations made by company management. We believe the information presented in this report to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future. It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (SchiffSovereign.com) or related sites, nor any content in this email, report, or related content, constitutes, nor should be understood as constituting, a recommendation to enter into any securities transactions or to engage in any of the investment strategies presented here, nor an offer of securities. Schiff Sovereign employees, officers, and directors may participate in any investment described in this content when legally permissible, and do so on the same investment terms as subscribers. Schiff Sovereign employees, officers, and directors receive NO fundraising commissions from companies who appear in this report.