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Knowledge Articles Glossary Tax calendar Methodology

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Strategy
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Knowledge
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Taxes & allowances

Vorabpauschale 2026: what ETF investors need to know

Basiszins, calculation and practical tips on the Vorabpauschale for accumulating ETFs.

Optimise your Sparerpauschbetrag: splitting the Freistellungsauftrag correctly

How to make the most of your EUR 1,000 allowance across several custody accounts.

Anlage KAP: when the tax return pays off for investors

Usually the bank settles the tax. The Anlage KAP is for the years in which it could not know everything.

Loss offsetting: how share and ETF losses save German tax

Two pots, a December deadline, and a widespread misconception about equity ETFs.

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