Relocating to Tax-Privileged Countries – What High-Net-Worth Individuals Must Know

Discreet and strategic tax planning for high-net-worth individuals — international relocation with foresight and precision

Special tax regimes in Europe are becoming increasingly attractive to high-net-worth individuals and entrepreneurs. International tax relocation for high-net-worth individuals can be an appealing strategy. However, relocating to countries like Spain, Italy, the UK, Ireland, Malta, Switzerland, Cyprus, or Portugal for tax reasons involves significant legal and tax complexities — especially from the perspective of […]

Exit Tax Germany: What You Need to Know Before Moving Abroad

Wegzugsbesteuerung Deutschland

For many Germans, the dream of living abroad becomes a reality. Whether it’s studying in another country, relocating for work, or seeking a sunnier retirement, moving abroad offers many advantages. However, caution is advised: if you hold shares in a corporation, you must consider the so-called Exit Tax Germany. In this article, we explain what […]

Tax Advisor for US Expats in Germany

Tax Advisor for Expats

As a US expat living in Germany, you face the challenge of navigating both German and US tax regulations. A skilled tax advisor for US expats helps you understand the German tax requirements and effectively avoid double taxation. With a clear plan, you can optimize your tax liabilities and focus on your personal and professional […]

10 Essential Tax Tips for Expats in Germany

Expat Deutschland

Germany is a popular destination for expats – with its robust social system, central European location, and high quality of life, it’s no wonder so many international professionals and entrepreneurs choose to move here. However, the German tax system can seem complex and daunting to those unfamiliar with it. To help you navigate your tax […]

Taxation of Employee Participation for Expats

Many employers today offer their expats share-based compensation. The taxation of employee participation for expats is a key topic, especially for young, capital-poor companies. These models allow companies to attract and retain expats by offering them additional incentives. The Fondsstandortgesetz (FoStoG), introduced in 2021, facilitates the tax treatment of such employee participation schemes in Germany. […]

Taxation of Accumulating Funds and the Advance Lump Sum

ETF

In recent years, the taxation of accumulating funds has fundamentally changed with the introduction of the advance lump sum (Vorabpauschale). For many investors in mutual funds and ETFs, understanding the current tax regulations is crucial to optimizing their returns when dealing with the taxation of accumulating funds. In this article, we explain the key aspects […]

New Tax Regulations: 401k Taxation Germany

Roth IRA 401k

Introduction 401k taxation in Germany. With increasing globalization and international mobility of workers, the taxation of foreign retirement benefits is becoming more significant. This is especially true for payments from US retirement plans like 401(k) plans and Roth IRAs. New tax regulations for such benefits will come into effect on January 1, 2025. This article […]

Expat Tax Services Germany: Navigating German Tax Regulations

Expat Tax Services Germany

Relocating to Germany can be a thrilling yet intricate affair, especially when it comes to navigating tax laws.As an expat, understanding the German tax system is crucial, because it affects your financial well-being from day one.That’s why expert guidance from an international tax consultant becomes indispensable.At StB Thalmeir, we specialize in providing comprehensive expat tax […]