Surtax

As of January 1, 2026, the tax rules regarding the taxation of capital gains will change significantly. As a wealth advisor, you are the first point of contact for clients who want to know what this reform means for their investments, their company, and the transfer of their family business. This e-learning provides you with a clear overview of the three new tax regimes, the distinction from the old legislation, and the transitional arrangement. You will learn to apply capital gains tax from three perspectives — the private investor, the business leader, and the transferring shareholder — and gain insight into practical valuation, exceptions, and the opt-out. This way, you can confidently inform and correctly guide clients in their investment and succession decisions.