Individual or LLC? How to Manage Investments More Tax-Efficiently

Is Slovakia really at a disadvantage when it comes to taxing investments? Or, if structured properly, could it be more favorable than popular foreign jurisdictions?

• when income from the sale of shares may be tax-exempt and when the tax rate may reach as high as 45.4%,
• When does it make sense to invest as an individual, and when through a limited liability company (s.r.o.)?
• What are the deciding factors when buying an investment apartment through a company or as a private individual,
• How is income from rent, Airbnb, and the sale of real estate taxed?
• how to structure an investment in a foreign logistics park or fund,
• why Cyprus, Luxembourg, or any other foreign jurisdiction is not an automatic solution,
• What role does a company’s actual economic presence—its so-called “substance”—play,
• how to view investments in the context of asset protection, inheritance, and trust or endowment funds.

Participants:
🎙️Peter Varga | Highgate Group
🎙️Tomáš Demo | Highgate Group