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What taxes do I need to pay on CUSP Wealth?

Understand how your CUSP Wealth returns are taxed — capital gains, dividends, and what reaches your account.

For most CUSP investors, returns are largely tax-efficient. Here's a simple breakdown of how taxes apply.


Capital gains

0% tax. Neither the UAE nor the US taxes capital gains for non-US individual investors. When your investments grow in value and you sell, the full profit goes to your cash balance.

Note: depending on your country of tax residency, your home country may apply its own capital gains tax. We recommend checking with a local tax advisor if you're unsure.


Dividends:

The US applies a 30% withholding tax only on dividends paid to non-US investors. This is a US federal requirement that applies to all non-US investors worldwide—not a CUSP fee.
Here's how it works in practice:

  • A stock pays $10 in dividends

  • $3 is deducted automatically at source

  • $7 is credited to your CUSP cash balance

No forms, no action needed; it's handled entirely in the background.


US Estate Tax

US stocks and ETFs held by non-US investors are subject to US Estate Tax above a $60,000 threshold — at rates of up to 40% — only in the event of the holder's death. This applies regardless of platform or nationality. If your portfolio approaches this threshold, consider speaking with a qualified tax or estate advisor.


Note: This is general information, not tax advice. Tax rules vary by country and can change; consult a qualified advisor for your specific situation.

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