Mirae Asset Securities announced on the 4th that there were approximately 17,000 clients who donated overseas stocks last year. This figure represents an increase of more than five times compared to about 3,000 in 2023.
The most donated overseas stock was Nvidia, with 5,900 clients (8 billion won). Following Nvidia were Tesla with 5,200 clients (4.7 billion won), Apple with 2,400 clients (830 million won), Microsoft with 2,000 clients (940 million won), and Amazon with 1,400 clients (1.02 billion won).
Mirae Asset Securities analyzed that the background for the increase in overseas stock donations includes expectations for global asset growth potential and tax reduction effects. By donating overseas stocks that have generated capital gains to spouses or children, clients can reduce capital gains tax on overseas stocks and minimize gift tax and inheritance tax by donating overseas stocks expected to appreciate in asset value in advance.
Spouses can gift up to 60 million won over 10 years, adult children can receive up to 50 million won, and minor children can receive up to 20 million won without incurring gift tax.
Currently, Mirae Asset Securities provides free filing services for overseas stock gift tax through its asset management (WM) sales offices and the mobile app 'M.STOCK.' It also offers customized tax consulting that includes tax reduction strategies. Additionally, it is enhancing services that utilize the asset allocation investment solution 'WealthTech' and artificial intelligence (AI)-based reports.
A representative from Mirae Asset Securities noted, "We will continue to provide various services to enable clients to manage their assets stably through the transfer of wealth between generations."