Tax Implications

Tax treatment depends on your country of residence.

In jurisdictions where foreign income is taxable, beneficiaries are responsible for declaring and paying any applicable income tax on the earnings they receive from their trust. While the principal remains protected within the trust, any distributed returns or interest may be considered taxable income under local law.

Because tax rules vary by country and personal circumstances, beneficiaries should seek independent tax advice to understand their obligations fully.

Ezra Trusts does not provide tax advice and does not withhold taxes on behalf of beneficiaries.