Havelet Assignment Company

John Darer • August 30, 2023

What's New at Havelet Assignment Company 2023?

havelet assignment company

Who is Havelet Assignment Company?

 

The professionals at Havelet have expertise in tax deferral strategies for US attorneys, their claimants, and the sale of real, personal, and business properties through the installment and structured sale processes. Havelet maintains a permanent establishment in Barbados to take advantage of the benefits within the US Barbados Tax Treaty. These benefits are passed through to clients, enabling their money to work on a pre-tax, or tax-deferred basis,


Havelet's strategies enable clients to defer but not avoid taxation and invest certain assets on a pre- tax basis.  Advanced tax planning opportunities are available through estate and asset protection strategies through Alpha Growth’s life insurance company subsidiaries.


  1. Havelet utilizes private placement annuities to ensure that there is no withholding tax due on US source investment income (article 10.2 of the US-Barbados Tax Treaty).
  2. Havelet provides both variable and fixed guaranteed investment options.
  3. Real property and business sale programs are transacted with the client’s professional advisors for customization and accurate tax planning.
  4. Havelet provides a transparent fee structure based on the duration of the contract and the size of the investment portfolio


What's New With Havelet Assignment Company?


Havelet Assignment Company was acquired by and is now a wholly owned subsidiary of Alpha Growth plc, a London Stock Exchange listed company (LSE: ALGW and OTCQB: ALPGF), and is independently audited, complying with all relevant US and International tax and regulatory bodies. The Alpha Growth acquisition of Havelet Assigmment Company took place in November 2022


Havelet is believed to be the only non qualified assignment company owned by a publicly traded company that is not an insurance company.


Alpha Growth is one of the fastest growing asset managers in the world. Once its latest acquisition completes, it will have over $700m of Assets Under Management. This will represent a 70 fold increase in AUM since 2020.

According to the company Alpha Growth has a clear strategy, supported by a strong pipeline of opportunities, to further increase our AUM to over $2bn by 2025. This increase in AUM will drive significant additional revenue and profitable returns for the company and our shareholders. Alpha Growth Plc is listed in the UK and has offices in London, Bermuda and California.


All assets are held in the United States, in segregated client accounts, mitigating counterparty risks.


More to follow...



USAA structured settlements
By John Darer July 16, 2025
USAA Life Insurance Company, an A++ rated insurance company, issues structured settlement annuities with 1%, 2% and 3% COLAs. USAA Life structured settlements are exceptionally compatitive on lifetime benefit payments with long duration certain periods for ages under 35.
MetLife Structured Installment Sales Now Available in New York
By John Darer July 8, 2025
Owners of highly appreciated NY businesses or NY real estate may benefit from a structured installment sale tax deferral program as an alternative to a 1031 exchange. MetLife's structured installment sale program is now available in NY and in all 50 states. Call 888-325-8640 for more info
what is a qualified assignment
By John Darer July 8, 2025
A qualified assignment is part of the process to establish a structured settlement that enables a Defendant, Insurer, or Qualified Settlement Fund, to achieve a complete novation of the future periodic payment claim established by suit or agreement, through a substitution of obligors.
structured settlement annuity
By John Darer July 2, 2025
An annuity and a structured settlement walked into a bar, how do you tell them apart? 4structures' John Darer reviews the differences for you right here.
lifetime structured settlement annuity lake tahoe
By John Darer July 2, 2025
A lifetime structured settlement annuity turns part of your settlement recovery  into guaranteed income you can’t outlive that is contractually guaranteed by a regulated life insurance company. A lifetime annuity is sometimes referred to as longevity insurance.
Budgeting and Settlement Planning
By John Darer July 1, 2025
Structured settlement annuities can be very helpful to the budgeting process by providing guaranteed income streams and deferred lump sum payments tailored to specific budget needs and time frames identified in the settlement planning process.
secondary market annuity
By John Darer June 28, 2025
Structured settlement receivables are often deceptfully marketed to investors as annuities. When the originating structured settlement factoring company buys structured settlement payments in a structured settlement factoring transaction, they are buying a receivable not an annuity.
constructive receipt structured settlement
By John Darer June 21, 2025
Avoid constructive receipt if a structured settllement or structured attorney fee is to be established. Care must be taken to avoid constructive receipt.
USAA Life Insurance Company structured settlements
By John Darer June 9, 2025
Financial services provider USAA ranks 94th on Fortune 500. USAA Life Insurance Company, which earns the top rating of A++ from AMBest is often super competitive on longer term payment streams.
Prudential Income Advantage Indexed Structured Settlement Annuity
By John Darer June 2, 2025
John Darer reviews Prudential Income Advantage structured settlement annuity, which provides indexed structured settlement annuity option with the potential to grow personal injury settlement funds while offering protection from market declines. 2 IRS Private Letter Rulings!
More Posts