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How UCITS ETFs are taxed in Bulgaria

A quick reference for Bulgaria-resident investors holding UCITS ETFs — dividend and capital-gains tax, the reduced US withholding rate via tax treaties, allowances, and whether accumulating or distributing is more efficient.

Dividend tax
5%
Capital gains tax
10%
US withholding (treaty)
10%
Wealth tax
No
Tax-free allowance
None
Ireland tax treaty
Yes

Tax notes for Bulgaria

Very low 5% dividend tax. 10% flat CGT. One of the lowest tax jurisdictions in the EU.

Accumulating vs distributing: Low taxes — both types attractive, slight edge to accumulating. Learn more →
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Calculate your exact net income

Upgrade to Pro to model any UCITS ETF in Bulgaria — withholding, local tax, allowances and your real take-home income.

Related: UCITS withholding tax explained · UCITS vs US ETFs · All countries

Educational information only, not tax advice. Rates change and depend on your circumstances — verify with a qualified adviser.