Author Topic: ishares ETF Ireland - probate issues  (Read 183 times)

Olive555

  • I've just arrived
  • *
  • Posts: 2
  • Karma: +0/-0
    • View Profile
ishares ETF Ireland - probate issues
« on: August 06, 2019, 11:42:48 am »
Hi there, I am an SA resident currently invested in 3 ishares EFTs domiciled in Ireland.  Any advice on how the probate and CGT would work on my death?  Should I have an Irish will?

Patrick

  • Administrator
  • Hero Member
  • *****
  • Posts: 2417
  • Karma: +43/-2
    • View Profile
Re: ishares ETF Ireland - probate issues
« Reply #1 on: August 07, 2019, 04:15:44 pm »
My understanding is that as long as they're UCITS funds in Ireland that everything gets passed over to South Africa, so you'll pay estate duty here, and likely only need a will here. BUT I'm no expert, this is just what Google seemed to suggest. I'd suggest speaking to an adviser/lawyer who has actually dealt with this before.