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V3013-21 ·3 December 2021 ·consulta-vinculante Medium impact
Tax

Investing in financial products or spending on vital needs does not result in the loss of tax benefits for protected assets

The inquirer asks whether investing cash contributions into investment funds requires a five-year waiting period to avoid losing tax benefits. The DGT rules that financial investment does not constitute a disposal of assets if carried out under the administration regime of Law 41/2003 and the new asset replaces the one contributed.

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Lifecycle

2021-12-03PublishedPublished in the BOE
Official text Based on BOE data (boe.es). Information, not advice.

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This analysis is informational only and does not constitute legal advice or create a client-adviser relationship. BM Consulting.
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