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Taxes and PWM (Tax regimes (Taxes on incomes
interest, dividends,…
Taxes and PWM
Tax regimes
Taxes on incomes
- interest, dividends, capital gains
- Common progressive regime (progressive ordinary income, favorable for interest, div and CG)
- Heavy div regime (int + CG favourable)
- Heavy CG (div + int favourable)
- Heavy interest (div + CG favourable)
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- Flat & heavy (interest favourable)
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Trading behavior
- tax burden for asset classes depends on trading behavior
Equity trader
- Trader
- Active investor
- passive investor
- tax-exempt investor