Archive · 2 Oct 2025
Investors Beware: US Estate Tax Risks for Indian Stock Holders
Imagine you're an Indian investor who owns US stocks.
The US government has an estate tax, which means if you pass away, your heirs might have to pay a tax on the value of those stocks.
This tax applies to non-US investors and starts if your US assets are worth more than $60,000.
The tax can be as high as 40%.
Because of this, it is important to understand how the estate tax works before investing.
Indian investors are increasingly investing in US stocks.
The US estate tax can impact the returns for these investors.
The US estate tax applies to foreign investors.
The exemption for non-US persons is only $60,000.
Up to 40% tax may be applied to assets above $60,000.
- Who
- Indian investors
- What
- US estate tax implications
- When
- Upon investor's death
- Where
- United States
- Why
- To be aware of estate tax liabilities on US stock holdings
- Tax Rate
- Up to 40%
- Exemption
- $60,000 for non-US persons
- Affected Investors
- Indian investors holding US stocks
- Trigger
- Investor's death
