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Taxes on investments

Will I be charged tax on my investments?

If you trade US assets, US withholding tax applies to dividend and coupon income. This is a US federal tax obligation, not a Revolut fee.

For UK stocks, there's no withholding tax on dividends for corporate holders. For EEA securities, withholding tax depends on the country where the security is domiciled.

What is the default US withholding tax rate?

30% on all US-source income (dividends and bond coupons) for non-US entities.

Can my business get a reduced rate?

If your business is incorporated in a country with a US tax treaty, you may qualify for a reduced rate. You claim this by self-certifying your Limitation on Benefits (LOB) eligibility during the Invest sign-up process.

If you select 'None apply' on the LOB screen, you can still trade US assets, but the standard 30% rate applies.

Disclaimer

Revolut does not provide investment advice or personal recommendations. Customers must make their own investment decisions and should seek professional independent advice if they are unsure about investment decisions.