Investment in the future on which the state refunds the income tax
- Ensure your future through the third pillar
- A wise monthly investment
- The state refunds the income tax on the investment
Income tax incentive
The state refunds the income tax on the money invested in a third pillar pension fund. The allowance applies to payments that represent up to 15% of your gross income, but not in excess of 6000 € per year. For instance, if you invest 100 €, you will receive an income tax refund of 20 € next March.
III pillar funds
LHV Täiendav Pensionifond
LHV Pensionifond Indeks Pluss
SEB Aktiivne Pensionifond
Luminor Aktsiad 100 Pensionifond
Luminor Intress Pluss Pensionifond
Swedbank Pensionifond V30
Swedbank Pensionifond V60
Swedbank Pensionifond V100
Swedbank Pensionifond V100 indeks (exit restricted)
SEB Tasakaalukas Pensionifond
Tuleva III Samba Pensionifond
Fund performance in previous periods does not constitute a promise or indication of the yield of subsequent periods. The geometric average annual return for the last 2, 3 and 5 calendar years of the pension funds are available here.
Market overview of pension funds
Pushing current risks into the future
Andres Viisemann, Head of LHV Pension Funds
Share prices continued to increase in June. The Euro Stoxx 50 Index, which follows the value of European companies, added 6.4% when taking into account dividends and the S&P 500 Index, which unites the largest US companies, grew by 0.7% in euros. The rapid rebound of equity markets from the March low has been unexpected and impressive: at the end of June these two indices were only down by 12.4% and 3.2% respectively since the start of the year. The increase has not been dampened by the fact that the recovery speed and scope of the world economy is still unclear.
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