Jim Nairn’s Post

With expectations of an upcoming rise in tax, it is a prudent time for anyone with investments to reevaluate their portfolio. For some, investing offshore could be an attractive approach. Here we share our thoughts, as well as potential opportunities for LGB investors. https://lnkd.in/e7_7fVCk #LGB #capitalmarkets #investment #investments #offshoreinvestments #capitalgainstax

How to prepare for 2025. Join our webinar on the impact of the new Dutch entity tax classification rules on investment funds with Michiel Beudeker, Robert Veenhoven and Wouter van der Leij. #loyensloeff #lawandtax #entityclassificationrules #investmentfunds

We are excited to announce our upcoming webinar: The new Dutch entity tax classification rules “The impact on investment (PE) fund structures and how to prepare for 2025”. Our experts Michiel Beudeker, Robert Veenhoven and Wouter van der Leij navigate you through the new Dutch entity tax classification rules by means of various example investment (PE) fund structures and situations. Join our session on Wednesday 22 May from 16:00 - 17:00 CEST to get the latest insights on the impact of these changed rules on investment (PE) fund structures. Read more and register here: https://lawand.tax/3w7kvDY #lawandtax #investmentmanagement #fund #privateequity #realestate #webinar

𝑨𝒓𝒆 𝒚𝒐𝒖 𝒕𝒉𝒊𝒏𝒌𝒊𝒏𝒈 𝒂𝒃𝒐𝒖𝒕 𝒊𝒏𝒗𝒆𝒔𝒕𝒊𝒏𝒈 𝒊𝒏 𝒕𝒉𝒆 𝑺&𝑷 500 𝒃𝒖𝒕 𝒖𝒏𝒔𝒖𝒓𝒆 𝒘𝒉𝒊𝒄𝒉 𝑬𝑻𝑭 𝒕𝒐 𝒄𝒉𝒐𝒐𝒔𝒆? 🤔🌟 I created this summary guide to share the lessons I’ve learned, making it easier for others to learn from it. 🌟 Here's the summary: When investing in S&P 500 ETFs, you often come across both US-domiciled and Ireland-domiciled options. The key difference lies in taxes and fees: 🔹 𝑼𝑺 𝑬𝑻𝑭𝒔 tend to have lower expense ratios but hit non-US investors with a 30% dividend withholding tax. 🔹 𝑰𝒓𝒆𝒍𝒂𝒏𝒅 𝑬𝑻𝑭𝒔  come with slightly higher fees but offer a much lower 15% withholding tax for non-US residents. So, which is better? It depends on your strategy: 📈 𝐒𝐡𝐨𝐫𝐭-𝐭𝐞𝐫𝐦 𝐭𝐫𝐚𝐝𝐞𝐫𝐬 might benefit more from US ETFs due to lower fees.📊 𝐋𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 could save more on taxes with Ireland ETFs, making them a better option for the long haul. 🏦Remember, tax implications can significantly affect your returns, so it’s crucial to factor this into your decision-making process. 📌 𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫: This is not financial advice—just a helpful guide! Always do your own research or consult with a financial advisor before making any investment decisions.If you’re looking for more insights into choosing the right ETF, feel free to connect or drop a comment below! 👇 #Investing #InvestmentStrategy #WealthManagement #FinancialPlanning #ETFs #SP500 #ETFinvesting #IndexFund #InvestmentFees #DividendTax #FinancialLiteracy #InvestingTips #PersonalFinance #FinancialFreedom #LinkedInCommunity #FinanceProfessionals

The tax incentives available through Venture Capital Trusts (VCTs) and the Enterprise Investment Scheme (EIS) help make the UK to remain one of the best places in the world to launch a start-up. But what does this mean for financial advisers? Our whitepaper, ‘Tapping into UK SMEs’ provides you with everything you need to know about the market and why it's a great opportunity to help solve your clients' problems – such as reducing their Income Tax bill or Capital Gains Tax liabilities. Download your copy here: https://lnkd.in/e6zzs7Vj #taxincentives #earlystagestartups #earlystageinvesting #uksmes #techbusiness #taxdeductions #taxdeductions #investingtips #investingstrategies #taxyearend [Capital at risk. Benefits of tax-efficient investments are subject to change and personal circumstances.]

Germany urgently needs more investors in venture capital and private equity. A new proposal of the German Bundesrat is provoking the exact opposite effect – and is pushing back on what the Federal Fiscal Court just had confirmed. Effectively, the proposed law is aiming at blocking the court’s judgements. Background: Earlier this year, the Federal Fiscal Court (BFH) expressly (re)confirmed that carried interest is a matter of “profit” allocation and not a “fee” payment for tax purposes. Some German tax authorities had been trying to preserve the “fee” qualification since years, and the whole market seemed relieved that the Federal Fiscal Court had put an end to this. Was the sigh of relief too early? Current development: In its recommendations regarding the so-called Annual Tax Act 2024 (JStG 2024), the German Bundesrat de facto is proposing to disapply the Federal Fiscal Court’s view at the level of individuals that are investing in non-trading German funds. Impact: In essence, individual investors would be treated as having received the carried interest that was actually paid to the fund’s manager. Getting taxed on profit that was allocated to someone else is not something any investor would expect. Not to forget that the fund manager also (rightfully) gets taxed on such carried interest income. A clear fiscal double-dip that would result in considerably excessive taxation for private investors. The concerns around the constitutionality of such a proposal are obvious. Outlook: Whether this proposal will become law remains open for now. But it already represents a significant step backwards when trying to improve the attractiveness of private equity and venture capital investments for private investors in Germany. For now, this seems to target private investors in non-trading funds (only). The proposal does not affect the qualification of carried interest as profit at the level of the receiving fund managers. However, it remains to be seen if this is part of a greater rollback originating from a German state level. #Carry #Taxation #VentureCapital #PrivateEquity #Funds #AllAboutFunds

For high-net-worth individuals and sophisticated investors who have recently disposed of an asset, exploring some of the potential ways to defer and reduce a capital gains tax (CGT) liability can be useful. Our CGT Guide provides an in-depth overview of three key tax-efficient investment schemes introduced by the UK Government, which offer significant opportunities for CGT deferral and reduction: - Enterprise Investment Scheme (EIS) - Seed Enterprise Investment Scheme (SEIS) - Social Investment Tax Relief (SITR) The guide also details the generous capital gains tax reliefs available under these schemes, including reinvestment relief, deferral relief, and disposal relief. 📥 Download the guide here: https://hubs.la/Q02VFcWk0

A new article for the people having questions regarding tax efficient Mutual Funds. #investments #Mutualfunds #Moneytreepartners https://lnkd.in/gbJ2GsV8

Tax Treatment of Buying and Selling ETFs in Australia. Exchange-Traded Funds (ETFs) have become increasingly popular in Australia as a convenient and cost-effective way for investors to gain exposure to a diverse range of asset classes, from equities and bonds to commodities and global markets. However, like any investment, buying and selling ETFs comes with its own set of tax implications that Australian investors need to be aware of. #ETF's #tax #accounting #investments