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
The rate of return of pension funds must exceed wage growth in the future
Andres Viisemann, Head of LHV Pension Funds
Following the decrease in stock markets in May, June turned out to be a brilliant month for investors. Measured net in euros, the MSCI World Index, which gathers the biggest stock markets in the world, rose by 4.3% during the month, which meant a new record high level for the S&P500 Index, which includes the shares of 500 corporations in the United States. Bond prices also grew, since the expected rates of return decreased.
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