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Cost of Capital for Cross-border Investment: The Fallacy of Estonia as a Tax Haven

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Author Info
Seppo Kari
Ylä-Liedenpohja
Jouko

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Abstract

The initial cost of capital of a foreign subsidiary, financed by its parent from abroad, is dependent on repatriation taxes and this also applies to all follow-up investments financed from marginal foreign profits, representing the required return on the initial investment. Only investments financed from intra-marginal foreign profits are independent of repatriation taxes, but their cost of capital depends inversely on the dividend tax of the home-country parent?s owners. We calibrate the cost of capital formulae to the Estonian and Finnish parameters of taxing international investment income. The calculations show that Estonian subsidiaries, which pay no tax on undistributed profits but a corporate dividend tax, offer tax benefits to their parents only in terms of intra-marginal profits.

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Paper provided by Government Institute for Economic Research Finland (VATT) in its series Discussion Papers with number 367.

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Date of creation: 28 Apr 2005
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Handle: RePEc:fer:dpaper:367

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Related research
Keywords: Direct investment; tax incentives; corporate tax;

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Find related papers by JEL classification:
H87 - Public Economics - - Miscellaneous Issues - - - International Fiscal Issues; International Public Goods
H32 - Public Economics - - Fiscal Policies and Behavior of Economic Agents - - - Firm
H25 - Public Economics - - Taxation, Subsidies, and Revenue - - - Business Taxes and Subsidies

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Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Weichenrieder, Alfons J., 1998. "Foreign profits and domestic investment," Journal of Public Economics, Elsevier, vol. 69(3), pages 451-463, September. [Downloadable!] (restricted)
  2. Kari, Seppo & Ylae-Liedenpoha, Jouko, 2002. "Classical Corporation Tax as a Global Means of Tax Harmonization," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
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  3. Michael Funke, 2002. "Determining Taxation and Investment Impacts of Estonia's 2000 Income Tax Reform," Finnish Economic Papers, Finnish Economic Association, vol. 15(2), pages 102-109, Autumn. [Downloadable!]
  4. Seppo Kari & Jouko Ylä-Liedenpohja, 2004. "Effects of Equalization Tax on Multinational Investments and Transfer Pricing," Discussion Papers 337, Government Institute for Economic Research Finland (VATT). [Downloadable!]
  5. Seppo Kari, 1999. "Dynamic Behaviour of the Firm Under Dual Income Taxation," Research Reports 51, Government Institute for Economic Research Finland (VATT). [Downloadable!]
  6. Hartman, David G., 1985. "Tax policy and foreign direct investment," Journal of Public Economics, Elsevier, vol. 26(1), pages 107-121, February. [Downloadable!] (restricted)
  7. Mintz, Jack M. & Tsiopoulos, Thomas, 1994. "The effectiveness of corporate tax incentives for foreign investment in the presence of tax crediting," Journal of Public Economics, Elsevier, vol. 55(2), pages 233-255, October. [Downloadable!] (restricted)
  8. Kari, Seppo & Ylae-Liedenpohja, Jouko, 2003. "Taxation and Valuation of International Real Investments," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Teemu Lyytikäinen, 2006. "Rent Control and Tenants' Welfare: The Effects of Deregulating Rental Markets in Finland," Discussion Papers 385, Government Institute for Economic Research Finland (VATT). [Downloadable!]
  2. Takis Venetoklis & Heikki Ervasti, 2006. "Unemployment and Subjective Well-being: Does Money Make a Difference," Discussion Papers 391, Government Institute for Economic Research Finland (VATT). [Downloadable!]
  3. Seppo Kari & Vesa Kanniainen & Jouko Ylä-Liedenpohja, 2007. "Nordic Dual Income Taxation of Entrepreneurs," Discussion Papers 415, Government Institute for Economic Research Finland (VATT). [Downloadable!]
    Other versions:
  4. Virve Ollikainen & Tomi Kyyrä, 2006. "To Search or Not to Search? The Effects of UI Benefit Extension for the Elderly Unemployed," Discussion Papers 400, Government Institute for Economic Research Finland (VATT). [Downloadable!]
  5. Jukka Jalava & Ilja Kristian Kavonius, 2006. "Durable Goods and Household Saving Ratios in the Euro Area," Discussion Papers 409, Government Institute for Economic Research Finland (VATT). [Downloadable!]
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