Estate tax treaty US-Switzerland [2024]

[PhilMongoose]

But using a European broker doesn’t save you from the paperwork. You might be able to get the funds released earlier, but you’d still need to file the paperwork.

[nabalzbhf]

Let’s move this discussion to the dedicated thread, please

[Abs_max]

That’s true

[Your_Full_Name]

@PhilMongoose

EDIT: If I read their fees correctly, I’d have to pay around 300 CHF per year per million in assets held.

Just send them a note that you’re willing to pay the minimal custody fee (CHF 50 per quarter) or else … (IBKR).

Worked for me.

@xerox5003

FIRE-mindset in all honour, but there are more important factors than saving 200 bucks a year in that way.

I’d rather have the 200 bucks for myself and say, spend it on a nice dinner, than sending the 200 bucks up Marc Bürki’s esteemed behind – after all, he’s already garnering over a million CHF for his SQ CEO gig.

YMMV, of course.

[kawansky]

Aren’t these 200.- tax-deductible and therefore partially recoverable as a tax deduction?

Dinner is served !

@Your_Full_Name

Just send them a note that you’re willing to pay the minimal custody fee (CHF 50 per quarter) or else … (IBKR).

Worked for me.

I’ve been reading here and there that it’s possible to negotiate the spreads with Swissquote. However, I imagine that requires a certain track record and/or a significant amount to be considered. What have been the members’ experiences with Swissquote’s support on this matter?