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If someone holds a Legitimation Card in Austria, they’re in a unique position. Most expats pay 27.5% capital gains tax on their investments. Legitimation Card holders don’t. 0% capital gains tax. Zero. And that changes everything about how an investment approach should be built. But here’s what we’ve noticed working with UN, embassy, and international organization professionals: Most financial advisors in Austria don’t differentiate between this group and regular taxpayers. The strategies, allocations, and vehicles are designed around avoiding or minimizing that 27.5% rate. But those strategies don’t apply to someone who isn’t paying it. Think about it: When capital gains tax doesn’t apply to someone, the investment approach that makes sense can be completely different. ETFs, stocks, real estate funds, bonds… they’re all taxed differently under Austrian law. For regular expats, that 27.5% tax rate determines which investments work. For Legitimation Card holders, it’s a different equation entirely. Consider this scenario: Two professionals. Same €100k invested. Same 15-year horizon. Both holding Legitimation Cards… One uses standard Austrian financial planning. The other works with guidance built for 0% capital gains status. Over time, that difference compounds significantly. But only if the investment approach is structured with that advantage in mind. Most advisors in Austria optimize for clients who pay the standard rate. That’s not the situation for this group. That’s why we focus specifically on financial planning for Legitimation Card holders. We don’t build strategies around Austrian tax assumptions. We help structure portfolios for professionals who fall under the 0% capital gains category. We’ve worked with UN officials, embassy staff, and IO professionals to help structure €100k–€500k+ portfolios that leverage their tax-exempt status. This isn’t the standard advice Austrian banks give to everyone. It’s specialized guidance from advisors who work exclusively with Legitimation Card holders. 👉 Click below to see if a session on maximizing the 0% tax advantage applies to your situation. Spots are limited to professionals holding a Legitimation Card with €50k+ in investable assets.