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US Situs Assets

I’m not a US resident or Citizen, so why would the IRS care about me?

Here’s why:

Any non-US individual holding US Situs assets in excess of USD 60,000 are subject to US Estate Duty on death of 40%.

US Situs assets include shares of US publically traded companies. So if you work or have worked for a US company (not necessarily in the US) and have been granted shares that now have a significant value you will be liable to US Estate Duty.


We can show you how to legally shelter your share holding so that you are no longer liable to US Estate Duty. This is achieved by transferring your shares into an appropriate offshore ‘investment wrapper’ without triggering a tax-point for capital gains tax. Once transferred your shares grow tax-free.

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If you need more information, please contact us. A pension specialist from our team will be happy to help with whatever pensions-related question you have.