German Stock Gains Tax Advisory
Budget: €18 – €36 EUR
I hold a portfolio of stocks and bonds in Germany and need clear, actionable guidance on how any realised or distributed gains will be taxed. I’m looking for professional tax advisory support that covers:
• A concise explanation of German capital-gains and dividend taxation for non-resident investors, including current rates, exemptions and typical filing timelines.
• Clarification of double-taxation issues that could arise in my home jurisdiction and how to mitigate them, referencing the relevant treaty articles.
• Practical steps I should take before selling or re-investing to minimise unexpected tax liability, along with any required documentation.
• A short written summary (PDF or Word) that I can share with my accountant.
I am an Italian resident with some bond and funds investments in Germany (Degiro platform) and in Italian standard bank account) but I am moving to Denmark in January 2026.
Please be comfortable with Denmark tax law as it applies to foreign holders of stocks and bonds and familiar with cross-border investment structures. If you can also outline optional add-on services—such as preparing the actual filings later this year—let me know.
• A concise explanation of German capital-gains and dividend taxation for non-resident investors, including current rates, exemptions and typical filing timelines.
• Clarification of double-taxation issues that could arise in my home jurisdiction and how to mitigate them, referencing the relevant treaty articles.
• Practical steps I should take before selling or re-investing to minimise unexpected tax liability, along with any required documentation.
• A short written summary (PDF or Word) that I can share with my accountant.
I am an Italian resident with some bond and funds investments in Germany (Degiro platform) and in Italian standard bank account) but I am moving to Denmark in January 2026.
Please be comfortable with Denmark tax law as it applies to foreign holders of stocks and bonds and familiar with cross-border investment structures. If you can also outline optional add-on services—such as preparing the actual filings later this year—let me know.