My question is whether or not a client of Trading 212 faces the following potential problem, I ask it because shares with Trading 212 are actually held with Interactive Brokers, a US broker. As I understand, there is a serious problem for non-US citizens, not US residents, in holding shares with a …

Hello, T212 holds client assets within an omnibus account at IB, so this will not affect you. In the unfortunate event of an investor’s death, we will release the assets as any other UK broker. Just bear in mind that we do not facilitate in-specie transfers at the moment, so any withdrawals will ha…

US Estate Tax risk for investors?

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Alien March 18, 2021, 8:37pm 2

I believe that IBKR UK is a separate entity and not subject to the rules of the IRS, the same way it has different trading rules to the American broker.

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US Estate Tax risk for investors?

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