Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation  
Reply
 
Thread Tools Display Modes
  #1  
Old 18.10.2021, 21:24
Newbie 1st class
 
Join Date: Aug 2020
Location: Zurich
Posts: 13
Groaned at 0 Times in 0 Posts
Thanked 3 Times in 1 Post
beeez has no particular reputation at present
ISA Equivalent

Hi All,


I'm trying to find equvalent of Stock and Shares ISA in CH.


This account exist in UK (https://www.gov.uk/individual-savings-accounts) and i'm wondering if similar exist in CH.


Do you have any knowledge in this topic?


Best wishes,
Reply With Quote
  #2  
Old 18.10.2021, 22:19
eyebeebe's Avatar
Forum Veteran
 
Join Date: May 2009
Location: Pfäffikon SZ
Posts: 2,250
Groaned at 21 Times in 20 Posts
Thanked 3,004 Times in 1,272 Posts
eyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond repute
Re: ISA Equivalent

You want an investment account that is tax free I guess?

Capital gains are already tax free in Switzerland so long as you aren’t trading. Sadly there isn’t a solution for tax free dividend income.

There is the pillar 3a pension, but that is more like a very restricted SIPP and you can only put c. CHF 6.9k pa into it and you cannot invest in individual securities. Best two providers are Finpension and VIAC.
Reply With Quote
This user would like to thank eyebeebe for this useful post:
  #3  
Old 18.10.2021, 22:39
Newbie 1st class
 
Join Date: Aug 2020
Location: Zurich
Posts: 13
Groaned at 0 Times in 0 Posts
Thanked 3 Times in 1 Post
beeez has no particular reputation at present
Re: ISA Equivalent

Quote:
View Post
You want an investment account that is tax free I guess?
Yes, that's something what I'm looking for.

Quote:
View Post
Capital gains are already tax free in Switzerland so long as you aren’t trading.
What condition do I need to fulfil to be perceived as trader?
Reply With Quote
  #4  
Old 18.10.2021, 23:00
eyebeebe's Avatar
Forum Veteran
 
Join Date: May 2009
Location: Pfäffikon SZ
Posts: 2,250
Groaned at 21 Times in 20 Posts
Thanked 3,004 Times in 1,272 Posts
eyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond reputeeyebeebe has a reputation beyond repute
Re: ISA Equivalent

Half way down the article are the 5 criteria

https://ajooda.ch/en/capital-gains-tax-switzerland/
Reply With Quote
This user would like to thank eyebeebe for this useful post:
  #5  
Old 18.10.2021, 23:09
Newbie 1st class
 
Join Date: Aug 2020
Location: Zurich
Posts: 13
Groaned at 0 Times in 0 Posts
Thanked 3 Times in 1 Post
beeez has no particular reputation at present
Re: ISA Equivalent

Thanks a lot. That is very useful info.
Reply With Quote
  #6  
Old 19.10.2021, 14:24
Village Idiot's Avatar
Forum Legend
 
Join Date: Jul 2009
Location: Basel
Posts: 3,688
Groaned at 35 Times in 32 Posts
Thanked 6,942 Times in 2,244 Posts
Village Idiot has a reputation beyond reputeVillage Idiot has a reputation beyond reputeVillage Idiot has a reputation beyond reputeVillage Idiot has a reputation beyond reputeVillage Idiot has a reputation beyond reputeVillage Idiot has a reputation beyond repute
Re: ISA Equivalent

Quote:
View Post
Capital gains are already tax free in Switzerland so long as you aren’t trading.
Six months on /wallstreetbets and now i'm a professional trader.
Reply With Quote
  #7  
Old 19.10.2021, 22:55
Junior Member
 
Join Date: May 2020
Location: Geneva
Posts: 57
Groaned at 19 Times in 6 Posts
Thanked 40 Times in 20 Posts
Disjoint has annoyed a few people around hereDisjoint has annoyed a few people around hereDisjoint has annoyed a few people around here
Re: ISA Equivalent

Quote:
View Post
Six months on /wallstreetbets and now i'm a professional trader.
Story of my 2021 life... Good news! You don't have to worry about being a professional trader when you are making massive losses though! (i think, unlike the horror stories in the US where you can be net negative on the year and still have to pay $1m in taxes)
Reply With Quote
Reply




Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
CHF salary equivalent in GBP dodoGB Leaving Switzerland 25 23.04.2013 21:57
Equivalent to TFL?! Dr.Alice Transportation/driving 4 13.03.2011 23:53
Equivalent of a CRB check? Vlh22 Permits/visas/government 2 16.04.2010 18:03
ISA equivalent hugh_abu Finance/banking/taxation 7 18.03.2010 16:23
Craigslist Equivalent expat_in_zug Other/general 6 05.06.2009 19:14


All times are GMT +2. The time now is 08:29.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2021, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0