The tax incentive for entrepreneurs

Take advantage of the tax benefits under the tax-free profit allowance.

As we approach the end of the year, we want to provide a timely reminder of the tax benefits associated with the tax-free profit allowance and inform you of your options. Particularly if your profit for this year exceeds 30,000 euros, it is important to consider now whether you want to invest it in preferential assets or preferential securities in order to benefit from this tax advantage.

If the following criteria apply to your business situation, we will be happy to assist you with our expertise and our range of securities that is specifically geared towards this purpose:

  • You have operational income from agriculture, forestry, a business enterprise, or self-employed work.
  • You calculate your profit on the basis of an income statement or balance sheet.
  • You do not calculate profit on a lump-sum basis.
  • Your expected profit for this year exceeds EUR 30,000 and you have available liquidity.

The so-called basic tax-free allowance in the amount of 15% for fiscal years beginning after 31 December 2021 can also be claimed on profits of up to EUR 30,000 without any investments.

Your corporate account manager will be happy to answer any questions you have and tell you about our range of suitable securities.

Legal information

This information does not constitute investment advice or an investment recommendation. It is, in particular, not an offer or solicitation to buy or sell securities. Every investment, besides offering opportunities, also involves risks and fees. We will find the right investment solution for you. We would like to point out that the tax treatment depends on the investor's personal circumstances and information is provided on the basis of the current legal framework which may be subject to change. Please consult your tax adviser if you have any questions on tax-related issues.