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What is inside
- The 7 expat hurdles to tick off first: paperwork, your home country, two tax systems, the products, the advice, moving, and language and pensions
- The German tax basics for investors in 2026, with the German terms: Abgeltungsteuer, Sparer-Pauschbetrag, Teilfreistellung and Vorabpauschale
- Five questions to ask any broker
- Five questions to ask your tax adviser
- For Americans: the three extra traps (FATCA, the PRIIPs KID rule and the PFIC) and the FBAR and Form 8938 thresholds
- What to do this week
Want the full walkthrough? Watch the explainer on YouTube. For the history behind it, read why Germans don't invest.
General information only, not tax, legal or investment advice. Figures are for 2026, status October 2026. Rules, rates, thresholds and broker policies change, so check each one before you act. For your own situation, ask a Steuerberater and, if your home country taxes you, a cross border adviser.