Search found 10 matches

by frombrazil2world
Wed Aug 16, 2017 8:31 pm
Forum: Investing - Help with Personal Investments
Topic: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account
Replies: 7
Views: 915

Re: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account

In case of death, what's goes to the beneficiary? Money or assets? It could be either, depending on the way the executor winds up the estate. Read on below for why it should not matter which occurs. If the beneficiary take the assets in Ireland and sell it and the money needs to go to a bank in US,...
by frombrazil2world
Wed Aug 16, 2017 5:58 am
Forum: Investing - Help with Personal Investments
Topic: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account
Replies: 7
Views: 915

Re: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account

In case of heritage the taxes is according to assets in country like, US = 40%, Ireland = nothing ..... or I pay everything 40%? Ireland's inheritance tax is on the beneficiary. See page 30 of this document from Deloitte - https://www2.deloitte.com/content/dam/Deloitte/global/Documents/Tax/dttl-tax...
by frombrazil2world
Wed Aug 16, 2017 5:52 am
Forum: Investing - Help with Personal Investments
Topic: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account
Replies: 7
Views: 915

Re: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account

Ireland's inheritance tax is on the beneficiary. See page 30 of this document from Deloitte - https://www2.deloitte.com/content/dam/Deloitte/global/Documents/Tax/dttl-tax-irelandguide-2017.pdf Note, that if you have cash at a US broker that is considered a US asset (cash at a US bank is not). It co...
by frombrazil2world
Sun Aug 13, 2017 10:09 pm
Forum: Investing - Help with Personal Investments
Topic: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account
Replies: 7
Views: 915

Re: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account

I understood. Maybe the best way is to keep money in Ireland. I'm not planning to die soon but, who knows? :D

Thank you guys!
by frombrazil2world
Sat Aug 12, 2017 7:51 pm
Forum: Investing - Help with Personal Investments
Topic: Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account
Replies: 7
Views: 915

Help with doubt about heritage with assets in the whole world in a Interactive Brokers IB account

Hello everybody! I started my investments with Interactive Brokers. As you can see, I'm from Brazil but I have some stocks in US and some ETF in Ireland and another in Swiss. My doubt is concern about heritage. Once I use IB that's is from US, in case of death, the heritage for US stocks is 40% but ...
by frombrazil2world
Sat Feb 11, 2017 6:29 pm
Forum: Investing - Help with Personal Investments
Topic: [Europe] Accumulating vs Distributing ETFs
Replies: 91
Views: 5636

Re: [Europe] Accumulating vs Distributing ETFs

Read it and now it´s clear. In my case is better invest in Ireland cause Brazil doesn't has a treat with US and I have to pay 27,5% in my country on dividends. And on CGT I only pay if I sell more than 35k of my currency per month (about 10k €). I´m thinking in buy IWDA and maybe some emerging and ...
by frombrazil2world
Fri Jan 27, 2017 10:55 am
Forum: Investing - Help with Personal Investments
Topic: Brazilian Citizen Investing - Wish to Limit Credit / Currency Risk
Replies: 6
Views: 550

Re: Brazilian Citizen Investing - Wish to Limit Credit / Currency Risk

It´s been a long time since last answer. Maybe you got you answer, or not? I´m also from Brazil.
by frombrazil2world
Mon Jan 23, 2017 7:40 am
Forum: Investing - Help with Personal Investments
Topic: [Europe] Accumulating vs Distributing ETFs
Replies: 91
Views: 5636

Re: [Europe] Accumulating vs Distributing ETFs

Hi frombrazil2world, For the taxation there are several countries that one needs to take into account. 1- the country of the Assets - can be US, Europe, Japan, ... 2- the country of the (exchange traded) fund 3- the country of the investor ( Brazil in your case) Each of these countries has its own ...
by frombrazil2world
Mon Jan 23, 2017 5:11 am
Forum: Investing - Help with Personal Investments
Topic: [Europe] Accumulating vs Distributing ETFs
Replies: 91
Views: 5636

Re: [Europe] Accumulating vs Distributing ETFs

It's your broker, IB, who have a say about Capital Gains Tax. As long as you have established with them that you are not a resident of the USA, since IB is US based, then any capital gains when you sell a stock are all yours, untaxed. That's why it's important that you fill in and return the approp...
by frombrazil2world
Sun Jan 22, 2017 6:02 pm
Forum: Investing - Help with Personal Investments
Topic: [Europe] Accumulating vs Distributing ETFs
Replies: 91
Views: 5636

Re: [Europe] Accumulating vs Distributing ETFs

BTW: haven't found the difference between IE or DE domiciled ETFs. I'm Belgian and for me Irish ETF's are best as they have good tax treaties with other countries and [b][b]don't tax foreign investors [/b][/b]. They are probably best for you as well although I know tax regimes differ a lot from cou...