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 V1
Swedbank Pensionifond V2
Swedbank Pensionifond V3
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
World’s largest stock market pulling the political wagon
Andres Viisemann, Head of LHV Pension Funds
Stock markets, which began the year experiencing turbulent growth, continued with a calmer mood in March. After Jerome Powell, Chair of the Federal Reserve, announced at the end of last year that the raising of interest rates should not be expected anytime soon and monetary policy may soon even be relaxed, stock prices have risen quickly on all of the largest markets and returned to last autumn’s levels. At the same time, future profit growth expectations of companies have become more moderate.
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