Selling unlisted shares can be a challenging process. To simplify it for you, we’ve put together a concise guide covering the most essential aspects to consider when selling unlisted shares.
Capital Gains Tax: Capital gains are taxed as capital income and are included in the total capital income. The capital gains tax rate is typically 30%.
Holding Period: To qualify for the lower long-term capital gains tax rate (20%), you must have owned the shares for at least twelve months before selling them. If you’ve owned them for less than twelve months, the gains are considered short-term and are taxed at the higher rate.
Tax-Free Shares: Certain types of unlisted shares may be tax-free upon sale if specific conditions are met. This usually applies if you have held the shares for at least five years and they meet the criteria to qualify as tax-free.
Corporate Sector: If you have so-called qualified shares in a closely held company, there may be special rules affecting taxation. These rules are complex and may vary depending on the circumstances.
Tax Deductions: Certain costs associated with the sale, such as brokerage fees, can be deducted to reduce the taxable gains.
It is important to note that tax regulations may change over time. Therefore, it is always best to review the latest rules and consult a professional tax advisor to get precise and up-to-date information based on your specific situation.
At Accumeo, we strive to ensure that your experience of buying and selling unlisted shares is as smooth and positive as possible, whether it involves a startup or a more mature company. As experts in transactions, Accumeo is one of Sweden's leading authorities in the field of unlisted shares.
To optimize your buying and selling process for unlisted shares, we have established a comprehensive network of partners specializing in tax matters. These skilled and experienced professionals are ready to assist you with tailored solutions. We understand the importance of managing the tax aspects of unlisted shares and are here to make the process as smooth and rewarding as possible for you.
Do not hesitate to contact us regarding unlisted shares if you need assistance or have questions. We are dedicated to providing professional and personalized service to meet your unique needs and goals. Accumeo is ready to be your trusted partner in unlisted shares and transactions.
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