作者girvan (XD)
看板Foreign_Inv
标题[问题]复委托英国是否需要遗产税?
时间Sat Feb 18 22:31:03 2017
复委托美国的争议好像蛮大的。
绿角财经笔记: 复委托可免美国遗产税?
http://bit.ly/2kJuwMY
绿角说的我也觉得是。
因为最近连搬家换地址都要重送一次 w8-ben
那未来美国缺钱会不会连投资者挂了也要求通报
最近看英国配息可以少缴 15% 的税,再查了一下英国的遗产税,看起来很像是不用
https://www.gov.uk/inheritance-tax/when-someone-living-outside-the-uk-dies
4. When someone living outside the UK dies
If your permanent home (‘domicile’) is abroad, Inheritance Tax is only
paid on your UK assets, for example property or bank accounts you have
in the UK.
It’s not paid on ‘excluded assets’ like:
- foreign currency accounts with a bank or the Post Office
- overseas pensions
- holdings in authorised unit trusts and open-ended investment companies
>> There are different rules if you have assets in a trust
>> or government gilts, or you’re a member of visiting armed forces.
最後一项,英国的 ETF 应该是算在里面吧?
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※ 编辑: girvan (114.32.1.23), 02/18/2017 22:36:19
※ 编辑: girvan (114.32.1.23), 02/18/2017 22:37:06
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