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Old 03.04.2019, 10:36
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Buying US stock vs Swiss stock - Tax implications

Dear EF Members,

Let's say you are interested in investing in a company that is traded both in the US stock market and the Swiss stock market. From a tax perspective which one would be more advantageous?

There is no interest in selling the stock for the next 5 years and this stock pay's dividends every quarter.

Thank you for your feedback.

N
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Old 03.04.2019, 10:46
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Re: Buying US stock vs Swiss stock - Tax implications

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Dear EF Members,

Let's say you are interested in investing in a company that is traded both in the US stock market and the Swiss stock market. From a tax perspective which one would be more advantageous?

There is no interest in selling the stock for the next 5 years and this stock pay's dividends every quarter.

Thank you for your feedback.

N
US as the costs of buying & selling will be far less with zero stamp duty. Dividends will only have 15% withholding tax deducted. Depending on your lervel of income & residence permit US is likely to be better, as a high earner doing a tax return the tax liability will be identical.
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Old 03.04.2019, 14:57
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Re: Buying US stock vs Swiss stock - Tax implications

Quote:
View Post
Dear EF Members,

Let's say you are interested in investing in a company that is traded both in the US stock market and the Swiss stock market. From a tax perspective which one would be more advantageous?

There is no interest in selling the stock for the next 5 years and this stock pay's dividends every quarter.

Thank you for your feedback.

N
It depends what you mean by “Traded both in the US stock market and the Swiss stock market”...

... and which tax are you talking about?

Income Tax (i.e dividends)? Capital gains? Withholding tax?Other tax??

What is your residency status?

All else being equal, there should be no difference.
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Old 03.04.2019, 15:37
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Re: Buying US stock vs Swiss stock - Tax implications

No real difference. You still have to declare the dividends and while the deduction is higher in CH, 35%. you claim it back via your tax declaration and only pay your applicable rate.

The only thing to bear in mind, depending on your reference currency, is the exchange rate risk. If you have a 10% gain in the US portfolio but the currency depreciates by 15%, then you have a technical loss when converted back to CHF.
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