Taxation of Indian Equities, Mutual Funds and Debt Funds in the UK
Trying to understand how investments made before moving to the UK (>5 years ago) will be taxed. Specifically:
- Are equities taxed like UK's offshore equities (dividends at dividend rates, Capital Gains at CGT rates)?
- Are mutual and debt funds taxed as offshore, non-reporting funds (entire gain taxed as income on marginal rate upon disposal)?
- Are Indian Market ETFs (non-UCITS) taxed similarly to mutual and debt funds?
And what strategies are considered to optimize tax efficiency?
u/X--tonic — 5 days ago