UnitPlus
Frequently asked questions and answers
In our FAQ you will find answers to the most frequently asked questions about UnitPlus and investing in general.
Does it make sense to use the UnitPlus card for tax optimisation?
Definitely! By utilizing the annual
tax allowance
(“Sparerpauschbetrag”), 1,000 EUR for individuals (2,000 EUR for
married couples) can be used. For example, if you’ve invested for
10 years and receive a profit from the investment after 10 years,
the tax allowance will only be employed then.
With UnitPlus, you can pay at any time with your invested money,
and ideally, you can always use your positive
return
. This allows you to make much better use of the tax-free
allowance each year.
You can also find more on this topic on our blog HERE
(https://unitplus.eu/lets-talk-about-geldanlage-vs-kapitalertragsteuer/).
Was this answer helpful?
Then write to us at: