Investing in US real estate for Non-US Individuals, Family Offices and Trusts
In this case study we were delighted to be joined by Matthew Sperry to discuss the issues you need to consider when advising a client investing in US real estate as a Non-US resident.
Key Learning Points
There is a significant tax burden for Non-US residents to navigate when investing in US property either for personal use or as an investment. Planning is crucial to avoid unwanted suprises with tax rates of 50%+ in some instances. In this discussion Matt Sperry provides an overview of the different taxes and tools that should be considered.
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US estate and gift taxes on properties acquired for personal use and as an investment
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US income tax on properties acquired for personal use and as an investment
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US local taxes on properties acquired for personal use and as an investment
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Planning opportunities