1Semana·

Create for parents

Hi Community! I would like to set up a monthly savings plan on the $IWDA (-2,57 %) for my parents. My mother already invests a lot herself, but I thought it would be a nice surprise for my parents' pension.


Now I'm wondering how best to do this for tax purposes? Is there anything to bear in mind or tricks?


Thank you very much!

6
3 Comentarios

Imagen de perfil
Nice idea and great that the son wants to give something back. Tax trap: gift tax. Exempt amount 20,000 euros, taxable thereafter 😬🤷‍♂️
6
Imagen de perfil
1Semana
Smart thing to do! Saves you nursing home costs in the end and increases your inheritance. 😅
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Imagen de perfil
Awesome 🤣. The counterpart to the junior depot would probably be the senior depot.

Presumably simply invest in your name and save something accumulating
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