(latest version: 2019.3.4.2)
Calculating the optimum amount for a Tax Shelter operation involves calculating the estimated “movement in reserves” for the year of the operation.
Below, you will find a simplified tool that will provide an initial idea of the investment amount possible. This tool has not been designed to give a final calculation (for which various iterations need to be performed), but rather an initial estimate. The full calculation tool developed by SCOPE Invest is available upon request.
For legal entities benefiting from a reduced rate of taxation, the overall gain over the term of the operation may be negative by as much as -27.38%.
The investor’s specific situation needs to be examined with their usual tax adviser before any investment decision is made.