Suggestions: Swedish ISK investment account.

Sign in to comment and vote. Sign in by email
07 September 2024 Liz Lu suggested this task
08 September 2024 Kyle Nolan approved this task
02 October Shawn Sansom edited this task
Shawn Sansom

Related: https://changemap.co/projectifi/projectifi/task/10772-add-sweden-to-international-tax/#comment-12265

02 October
Shawn Sansom

My very basic take on this is, it ends up being on average 0.5-0.7% wealth tax on your ISK. The policy is aimed raise the govt rate when assets fall (due to higher bond yields). A countercyclical smoothing approach.

Today you may be able to model this in the average case as flat fee on the investment account (0.7%), and disable Captial Gains in tax settings. But more research is needed.

02 October