Mexico

Cross-Border Resource Library

Country Information - Mexico

In an effort to provide information on financial planning issues in Mexico, FPA volunteers have gathered the following links together to point you towards a variety of different resources. 

Each link has a descriptive tag explaining what type of site the link goes to. The tags are:
• GOV for government or regulatory sites
• ORG for non-profit or association sites
• EDU for academic or educational sites
• COM for commercial sites, such as product providers 

Virtually all of the links lead off of FPA's Web site. To give feedback or suggestions on the Mexican information below, click here.

Quality of life – local flavor and customs

• http://solutionsabroad.com/ (COM)
• http://www.internationalliving.com/internal_components/further_resources/quality_of_life08(COM)

Health

• http://www.mexconnect.com/mex_/healmed.html (COM)
• http://www.salud.gob.mx/index.html (Spanish GOV)

Ex-pats opinions on quality of life

• http://www.mexconnect.com/ (COM)
• http://www.mexonline.com/ (COM)

Education

• http://www.sep.gob.mx/wb2 (Spanish GOV)

Housing

• http://www.expatriates.com/classifieds/mexico/hs/ (COM)

Immigration issues

Legal Residency

 

Visas and immigration requirements

• http://www.mexconnect.com/mex_/immigration.html (COM)

Exchange Control

• None in Effect

Cash Management

Bank accounts

• http://www.mexonline.com/banks.htm (COM)

Currency conversion and reform

• http://www.cato.org/pubs/journal/cj20n1/cj20n1-8.pdf
• http://www.banamex.com/ (COM)

Cost of living analysis

• http://www.cityguide.travel-guides.com/cities/mec/CostofLiving.asp (COM)

Housing issues

• http://www.mexonline.com/propmex.htm (COM)
• http://www.settlement-co.com/ (COM)

Tax Planning

Determining liability for income and gains taxes

• http://www.mexconnect.com/business/mex2000taxesinmexico.html (COM)
• http://www.sat.gob.mx/ (Spanish GOV)

Determining liability for estate taxes

• No Estate Taxes in Mexico

Exit taxes and final tax return

• Not Applicable

Foreign Tax Credit arrangements

• http://www.kpmg.com.mx/ (Spanish COM)

Local taxation of non-local pensions and investments

• http://www.kpmg.com.mx/ (Spanish COM)

Investment Planning Asset Allocation viewed globally

• http://www.amaii.com.mx/amaii (Spanish ORG)

Risk management 

Local litigation risks

• http://www.drivemex.com/Liability_Exposure_in_Mexico.htm (COM)
• http://www.drivemex.com/Your_Legal_Rights.htm (COM)

Health Insurance

• http://www.mexconnect.com/mex_/healmed.html (COM)

Retirement Planning

Local pension design and tax structure on encashment

• http://www.pensionreform.org/articles/mexico.html (ORG)
• http://www.kpmg.com.mx/ (Spanish COM)

Social Security agreements between countries

• http://www.ssa.gov/pressoffice/factsheets/USandMexico.htm (GOV

Transferability of Pensions

• Not possible in Mexico

Estate Planning and Succession Taxes

Marital exemptions

• No gift tax in Mexico

Local taxation of non-local trusts

• http://www.kpmg.com.mx/ (Spanish COM)

Creating an international trust

• http://www.kpmg.com.mx/ (Spanish COM)

Local Regulation 

• http://www.cnsf.gob.mx/ (Spanish GOV)
• http://www.cnbv.gob.mx/ (Spanish GOV)

Referrals to Local Financial Planners

• The CFP Mark is not granted in Mexico.
• http://www.amaii.com.mx/amaii (ORG)

FPA accepts no responsibility for due diligence or the quality of content on these pages.