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Inheritance Tax Planning
May 19, 2022

US Federal Estate Tax

US Company Shares & US Federal Estate Tax

Learn how to mitigate your US Federal Estate Tax exposure, if you have US situs shares valued over $60,000

Did you know that if you own shares of a US sited company valued over $60,000 you are still liable for up to 40% US Federal Estate Tax? Fortunately, our US specialists spend their time sourcing solutions that can specifically aid people who work or have previously worked for US companies.

  • How non-US resident and non- US passport holders are liable for up to 40% US Federal Estate Tax on US Stock portfolio or US shareholdings upon death
  • How to mitigate your US Federal Estate Tax Exposure
  • Why holding your portfolio outside of the US on an investment platform or with a brokerage account doesn't prevent this tax from being applied
  • The potential to fall foul of forced heirship laws applied by your country of birth.
  • Which Jurisdictions hold DTA's with the U.S. and what this means for you
  • The solutions available to you
  • How to make the most of your international status

Download your free US Federal Estate Tax eGuide.

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