Search results

@lovelygrace Because by investing monthly, any withdrawal on said asset before the 6 months (from the last buy) is triggering the tax on capital gain.

@lovelygrace Nope, if the asset is held dor more than 6 months no CG tax is applied. Let's say i bought last month VWCE, then for the next 6 months i only buy SWRD (monthly investments) and after those 6 months switch to IWDA. At the first month of buying IWDA i should be able to sell VWCE...

@realist1981 That would indeed change everything. The LIFO was confirmed on other post (Lux community) and word of mouth. However, no official confirmation or source. So I will check with a tax advisor in a few weeks. Thanks again for the help!

@realist1981 Thanks a lot for the list of "equivalents". That's very useful. The country is Luxembourg, here's a link to PWC (there'ae other sources as well). If the asset is held for more than 6 months (with exceptions not applicable to me) there's no tax on CG. While there's still tax for...

@lisek Will check that, thanks!

Hi all! Probably stupid question, but i've been thinking about it and decided to ask for all your opinion. I don't have tax on capital gains if i hold the asset for at least 6 months. The 6 months arw calculated from the last share bought of that asset. Would it make sense to invest in 3...