Wealth iQ Banker Speaks at the VTB Forum
This weekend, Saint Petersburg hosted the VTB International Investment Forum — one of the key events in Russia’s financial calendar.
Wealth iQ Senior Banker Anton Dzhugan, CFA, spoke at the session “Taxes for Investors: What to Use to Grow Wealth,” where he covered the full range of tax preferences available to investors.
The discussion covered:
long-term ownership benefits for securities and their modifications,
the long-term ownership exemption and the five-year tax benefit, taking into account the latest changes,
individual investment accounts and their practical nuances,
closed-end mutual funds and other structures as tools for reducing the tax burden.
If you would like to understand which of these instruments may apply to your situation, you can consult your personal banker at Wealth iQ.
This weekend, Saint Petersburg hosted the VTB International Investment Forum — one of the key events in Russia’s financial calendar.
Wealth iQ Senior Banker Anton Dzhugan, CFA, spoke at the session “Taxes for Investors: What to Use to Grow Wealth,” where he covered the full range of tax preferences available to investors.
The discussion covered:
long-term ownership benefits for securities and their modifications,
the long-term ownership exemption and the five-year tax benefit, taking into account the latest changes,
individual investment accounts and their practical nuances,
closed-end mutual funds and other structures as tools for reducing the tax burden.
If you would like to understand which of these instruments may apply to your situation, you can consult your personal banker at Wealth iQ.