At what point would it make sense to look into opening a holding company for encapsulating personal investments, and why? I see regulatory clarity and certainty as good reasons. Maybe reporting and accounting would be simpler too, when compared to other countries.
Tax on the individual would affect only the dividends paid out by the holding, right? This is good for those who want to re-invest most of the gains, as it reduces tax friction while the assets are encapsulated by the legal entity.
I’d be interested to know what are the reporting and tax requirements in any of those 2 jurisdictions for:
- Stocks & ETFs, capital gains and dividends
- Startup investments via Seedrs and similar
- P2P lending
- Cryptocurrency trading, capital gains, treatment of crypto-crypto trades, airdrops, forks, crypto lending, crypto borrowing, etc.