Do I have a PFIC?

Q: How do I know if I have a PFIC in my portfolio?

A: Any of the following types of mutual funds and collective investment schemes are most likely a PFIC unless they are incorporated in the US:

Exchange Traded Fund (ETF)
Open ended investment company (OEIC) and foreign unit trusts
SICAV (“société d'investissement à capital variable”) or SICAF (“société d'investissement à capital fix”)
Venture Capital Trusts (VCT)

If you would like more information or have questions about your situation please contact us below

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UK tax services are provided by Jaffe UK Services Ltd, company number 11588450

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Information provided on this website is for guidance purposes only and should not be construed or relied upon as formal tax, legal or financial advice.