What ‘Active’ Investors Need to Know: Focus on Personal Taxation

Income taxation is a significant expense that must be considered when assessing the net financial result of both a transaction and an overall investment strategy. An investor's success is measured by an increase in net income and/or the value of their assets after payment of all applicable taxes. FBK legal specialists look into key components of tax efficiency for an ‘active’ investor in the financial market:

1. Application of a reduced tax rate on income or an exemption from tax upon the sale of an asset;

2. Deduction of expenses when taxing income from an asset disposal;

3. Offset of losses incurred on a transaction with one asset against profits from transactions with other assets.

Read the FBK Legal review to learn more about the legitimate tax savings opportunities available to an investor and the additional tax expenses they may encounter.