Financial Glossary

US Estate Tax

A non-US person holding US-domiciled ETFs above $60,000 can expose heirs to up to 40% estate tax. Irish funds are fully exempt — another UCITS advantage.

Related terms

Irish UCITS ETF

An ETF domiciled in Ireland. For Israeli (non-US) investors: 15% US dividend withholding instead of 30%, and immunity from US estate tax. That is why CSPX/VWRA beat VOO/VT for non-US persons.

All terms in this category

Capital Gains Tax Realized Gain US Withholding Tax Tax-Advantaged Account Israeli Dividend Tax

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