Inheriting stocks and shares from overseas

Reuben Allonby

Inheriting assets can often be a complex process, particularly when these are in the form of stocks and shares held overseas. The legalities, taxation and transfer of such assets come with their own set of challenges. However, the right information and support can make this process manageable and efficient.

In this guide, we aim to explore all aspects of inheriting stocks and shares overseas and introduce Equals Money’s international transfer service as your partner in simplifying this journey.

About Equals Money

Our guide

Understanding the legal framework

The legal aspect of inheriting overseas assets depends on the jurisdiction of the country where the assets are held. Different countries have varied laws concerning inheritance, and it is crucial to understand these to navigate the process effectively. Consulting a legal expert specialising in international inheritance laws can provide clarity and guidance tailored to your specific case.

Tax implications

Taxation is another significant concern. In the UK, Inheritance Tax may be applicable on the deceased's worldwide assets, including stocks and shares held overseas. Additionally, the beneficiary might also be liable to pay taxes in the country where the assets are held. Understanding the Double Taxation Agreements (DTAs) between the UK and the respective country can offer insights into mitigating excessive tax liabilities.

Transfer of assets

Transferring inherited assets to the UK involves foreign exchange. The value of the stocks and shares, when converted, can be influenced greatly by exchange rates, which fluctuate. This is where Equals Money comes in, offering competitive rates and tailored solutions to ensure that your inheritance is transferred efficiently and smoothly.

Why choose Equals Money?

Expert guidance: Navigating through the intricacies of foreign exchange related to inheritance can be daunting. Equals Money offers expert guidance to simplify these complexities, ensuring a seamless transfer of your inherited assets.

Competitive exchange rates: With Equals Money, you have access to competitive exchange rates for over 140 different currencies, allowing you to get the most out of the transfer process.

Personalised solutions: We understand that every inheritance is unique. Equals Money provides bespoke payment solutions, tailored to meet the specific needs and challenges associated with your overseas inheritance.

Tried and trusted: Your peace of mind is our priority. Since 2005, our team of currency experts has helped our customers move and manage over £10 billion around the world.


Inheriting stocks and shares overseas can be a complex process, marked by legal, tax, and foreign exchange hurdles. Equals Money is committed to making this journey seamless, offering expert guidance, competitive exchange rates, and personalised solutions, ensuring that the transfer of your inherited assets is as seamless as possible.

Allow Equals Money to be your trusted partner in navigating the complexities of inheriting stocks and shares overseas. Contact us today to experience a service that equals no other in expertise and efficiency.

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