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26th August 2024
In this week’s podcast, I cover a topic that I did a couple of years ago. FET is still an issue that I believe awareness is still not as wide as it should be.
Potential Federal Estate Tax (FET) on US-based assets is critical for for us all to be aware of, and is often unknown. If you have more than $60k worth of assets domiciled in the USA, could this be a lurking menace in your wealth??
There are a huge number of people here in Ireland, c20,000 in the top 5 US companies alone, who are receiving US stock options and who therefore own US assets.
I hope this helps.
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Informed Decisions are one of Ireland’s only remaining independent financial advice firms. We specialise in retirement & investment planning for successful individuals, so that our clients only have to retire once.