Tax optimised capital investment

In the past years, the German legislative has increasingly tightened the taxation regulations for capital investments. Loopholes in the taxation laws have been closed as a reaction to the creation of tax-optimised financing innovations.

But even today, taxation of income from capital investment can be minimised or avoided through a tax optimisation of the investment products. The 5th edition of the book by Katharina and Thomas Barth: Steueroptimierungsstrategien bei der Kapitalanlage (tax optimisation strategies for capital investment; with the publisher Bank-Verlag) provides a good overview of the taxation of capital investments. We will be happy to review your capital investments in order to assess whether the returns after tax can be improved through adequate measures. In particular the pending introduction of a new type of tax on interest earned (Abgeltungssteuer) offers a variety of tax optimisation potentials.