US Share transfer guide

Download this free guide that looks at effective estate planning for holders of US company shares.

This in-depth guide includes:

FAQs

Yes.

You are currently liable for US Estate Tax on death, regardless of whether you reside within or outside the United States.

You are liable to 40% US estate tax on those shareholdings. 

Over and above the 60,000 USD tax-free allowance threshold, a tax charge will apply to the value of 40% of the shareholding – meaning that essentially your beneficiaries will receive significantly less than you had probably intended.

Investors with assets based in a different jurisdiction from where they are resident or domiciled can sometimes be unaware of the potential tax consequences of doing so. This could include exposure to inheritance and estate taxes as well as probate requirements in the jurisdiction where those assets are situated. One such country is the United States.

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All the things you need to know

This guide was created by our qualified global advisers. With close to 4,000 expatriate and cross-border investor clients, we understand the pains of having assets split worldwide and have vast experience advising clients in this scenario. We have put together this easy-to-follow guide to help and inform those with estate tax planning queries concerning their US company shareholdings.

This guide was last updated in November 2022.

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If you would like to speak to one of our advisers, please get in touch today.

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