Tax Optimization
Sweden is likely the country with the highest tax burden in the world, which according to some has laid the foundation for the prosperity that has existed in Sweden compared to other countries.
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According to us at Nomadtax, there are good reasons not to pay more tax than necessary. Today's tax regulations constitute a complex patchwork of difficult-to-understand provisions, forms, and requirements. Therefore, it is (unfortunately) not uncommon for more tax than necessary to be paid to the Swedish state.
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Tax optimization can be carried out in purely Swedish circumstances, whereby the primary challenge is to apply Swedish tax regulations in the most favorable manner possible.
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International tax optimization through the relocation of individuals, capital, or establishments abroad can in some cases yield very favorable results. However, it is important to emphasize that we at Nomadtax do not provide advice regarding exposure or detection risks, or other setups that may risk being illegal. We believe that the best tax optimization is the one done with a good margin - both for our clients and for ourselves.
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Tax Optimization for Swedish domestic purposes
Regarding Swedish circumstances and situations, tax optimization may consist of argumentation regarding how certain transactions or incomes should be legally classified. This may involve arguments concerning whether a payout from a foreign trust should be considered periodic support or be treated as a tax-exempt gift.
Often, the best possible results are achieved when a tax lawyer can be involved from the outset, that is, before the payout or transaction is executed, as circumstances can then be adjusted based on what constitutes optimal conditions under the current regulations.
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Tax optimization in Swedish contexts may also involve actively planning factors that affect certain regulations, such as the Swedish 3:12 rules, where salary withdrawals and shareholdings in previous years play a role in the ability to utilize the low-tax threshold dividend amount.
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Tax optimized emigration from Sweden
A multitude of tax-related questions regularly arise when a person relocates abroad. These questions may concern exit taxation, deferral rules, the possibility of so-called step-up, optimization of company structures, transfer of assets, and much more.
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We at Nomadtax have particular experience in assisting Swedes when moving abroad. We also have extensive experience in assisting non-Swedes when moving to Sweden. Get in touch with us in time, and carry out your relocation in a tax-optimal manner.
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Tax optimization of foreign-sourced income
When a person receives international income, there is a need to classify it in accordance with the Swedish tax regulations, which can be a challenging task. We are happy to assist our clients with this type of service and ensure that the opportunity to achieve a tax-optimal solution is not lost.
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Tax Returns and Tax Advice
Tax optimization often requires that certain actions and legal issues are investigated before they are implemented in practice. Thereafter, the actual tax optimization often occurs by presenting specific claims in an individual's or company's income tax return. Therefore, we at Nomadtax see that the tax return, in many cases, is where the bag is tied together and tax optimization moves from idea to reality.
