Calculating the optimal amount of a Tax Shelter operation requires you to calculate the estimated «movement of reserves» in the transaction year.
Below, you will find a simplified tool that will give a preliminary idea of the possible investment amount. This tool is not intended to provide a final calculation (which requires several iterations), but just an initial estimation. The complete calculation tool developed by SCOPE Invest is available on request.
The investor’s particular situation has to be studied with his usual tax consultant.
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