Understanding the Tax Implications of Your Responsible Investments
Reportable income, tax status, withholding tax, capital losses exemptions… It’s not easy to navigate the tax jungle. Add crowdfunding to the mix, and you’re completely lost! Between the differences depending on the country where the securities or loans are issued, your status (legal entity or individual), and the available tax options, it’s hard to make sense of it all! However, it’s essential to understand how the tax system works in order to optimize your tax situation and avoid unpleasant surprises like double taxation. This white paper on the taxation of crowdfunding is here to give you a helping hand and save you from racking your brain! Whether you’re a new investor or a seasoned crowdfunding veteran, we explain everything: the tax framework, how investments are taxed depending on the issuing company’s location… We break it all down so you can invest with confidence and optimize your tax situation.
What you will find in this guide
Taxation of Responsible Investment
This guide explains the tax rules applicable to bonds and stocks based on the country of issuance (France, Spain, or Italy), with a focus on each investor profile, whether the investor resides in France, Spain, Italy, or the Netherlands.
Answers to investors’ key questions
Flat tax vs. progressive tax brackets, double taxation, inheritance and gift taxes, the Madelin deduction, capital loss exemptions, and tax residency certificates… you’ll find all the answers to your questions in this guide!
Step-by-step guidance from Enerfip
Beyond tax matters, we guide you through the initial steps (registration, investment, contact) to ensure a simple and reassuring start.
