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 EUR 6000 per year. For instance, if you invest EUR 100, you will receive an income tax refund of EUR 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
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
Pension funds setting higher goals
Andres Viisemann, Head of LHV Pension Funds
The investment strategy ‘Sell in May and Go Away’ worked very well this year. The global stock market as a whole fell in May by 5.6% measured in euros; while the US S&P 500 retreated by 6.1%; Stoxx50, representing Eurozone stocks, fell by 6.7%; and Japan’s Nikkei index declined by 4.8%. The Swedish stock market lost 9.5% of its value, although the Tallinn Stock Exchange escaped with only a 1.4% loss.
Let us know if you have any questions.
Together we will find the right solution.
Sign up for a consultation