If you hold U.S. stocks, RSUs, U.S-domiciled ETFs, or U.S. real estate, your family may face up to 40 percent U.S. estate tax if something happens to you. Indian citizens get only a $60,000 exemption.
You can eliminate U.S. estate-tax risk by moving from U.S.-domiciled assets to UCITS ETFs, which are Europe-domiciled and not treated as U.S.-situs.
What do UCITS ETFs offer?
For Indian professionals who hold significant RSUs or U.S. equity exposure, UCITS ETFs offer a safe and compliant alternative that avoids estate tax altogether.
Avoid U.S. estate tax on foreign nationals
Access equities, bonds, and sectors worldwide in one trade with UCITS ETFs
UCITS ETFs trade reliably on major European exchanges every day, just like stocks
Low expense ratios and transparent fees
Managed by global AMCs like BlackRock (iShares), Vanguard, Invesco, and more...
Backed by EU investor protection rules. Your assets are safe.
Learn how Indian professionals at Amazon, Google, Microsoft, Meta & more can de-risk RSUs, avoid US estate tax & diversify via UCITS ETFs.
A complete guide to UCITS ETFs for Indian investors: benefits, US exposure, tax efficiency, and how to get started
Whether you invest through U.S. stocks, ETFs, RSUs, or global multi-market portfolios, our team can help you build a safer and fully compliant international allocation.
If an Indian resident passes away while holding U.S. stocks, ETFs, RSUs, cash, or property, their heirs must file U.S. estate tax forms and pay the tax before assets can be transferred.
Indian residents get only a 60,000 dollar exemption. Anything above this is subject to U.S. estate tax.
Yes. RSUs and ESPP shares of U.S. companies are considered U.S. situs.
No. The treaty covers income tax only. It does not cover inheritance or estate tax.
UCITS ETFs are domiciled in Europe and are not classified as U.S. situs. They provide similar global exposure without estate tax risk.
We help investors shift from U.S. domiciled assets to UCITS ETFs, manage FEMA compliance, support LRS, and create global portfolios without estate tax risk.
