Search found 6 matches

by manu
Tue Jan 12, 2021 3:54 am
Forum: Non-US Investing
Topic: Interactive Brokers - Account Inheritence
Replies: 12
Views: 1193

Re: Interactive Brokers - Account Inheritence

Does anyone know a bit more about these holding companies? For example, - What type of corporation should it be? - Should it be a pass through entity or not? - How should the ownership be setup if a family involved for inheritance purposes? - How does one properly keep track of ownership of funds? ...
by manu
Tue Jan 12, 2021 3:39 am
Forum: Non-US Investing
Topic: Interactive Brokers - Account Inheritence
Replies: 12
Views: 1193

Re: Interactive Brokers - Account Inheritence

That's something I am contemplating too! Where are you based? Based in Asia now, but moving back to Europe in a few months. So that consultation was EU-specific. The recommendation was for a Malta-based holding company for its tax-efficiency, (relatively) low cost and option to use nominee sharehol...
by manu
Mon Jan 11, 2021 8:31 pm
Forum: Non-US Investing
Topic: Interactive Brokers - Account Inheritence
Replies: 12
Views: 1193

Re: Interactive Brokers - Account Inheritence

If your account is large enough you can also consider keeping it in a holding company. My tax adviser keeps recommending that. Downside is that it adds a few thousand in annual overhead for maintaining the company. It may be worth it for older Bogleheads.
by manu
Thu Nov 26, 2020 5:32 am
Forum: Non-US Investing
Topic: [EU] The total cost of investing in UCITS funds
Replies: 26
Views: 1846

Re: [EU] The total cost of investing in UCITS funds

Is the calculation for FTSE Developed Europe UCITS ETF correct? 0.10 + 0.02 + 0.31 = 0.43 not 0.76
by manu
Sat Nov 21, 2020 3:22 am
Forum: Non-US Investing
Topic: I took a 10yr loan to buy TSLA shares
Replies: 188
Views: 20804

Re: I took a 10yr loan to buy TSLA shares [Austria]

2 papers from this week's Rational Reminder podcast that both say it's a bad idea :D - When stock prices have uncertain future profitability, present value can widely fluctuate due to the convex (exponentially increasing) nature of the function. Reduced uncertainty reduces stock prices. See Pastor a...
by manu
Wed Aug 26, 2020 6:45 pm
Forum: Investing - Theory, News & General
Topic: Vanguard to End Presence in Hong Kong, Japan With Job Cuts
Replies: 3
Views: 852

Vanguard leaving Hong Kong

[Merged into existing thread - mod oldcomputerguy] Vanguard seems to be leaving the former city state and focusing on mainland China. They have about 5 funds listed in HKD, USD and RMB. Especially their Asia ETF is a good deal for local investors, but never attracted much volume ($60m AUM, I believ...