Search found 9 matches

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: 6
Views: 646

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: 6
Views: 646

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: 6
Views: 646

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: 6
Views: 646

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: 4976

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: 497

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: 4976

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: 4976

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: 4976

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...