Receive an email from us with a download link to open on your mobile phone.
By clicking the button you accept our privacy policy.
Pensions in Germany have been partially taxed since 2005. The amount of this portion depends on the year of retirement. Those who started their retirement in 2005 and before only have to pay tax on 50 percent. If you retire thereafter, the taxed share increases by two percentage points each year, and from 2021 finally by one percentage point per year. From retirement in 2040, the entire pension is taxed. However, the tax office recognises a lump sum of 102 euros as income-related expenses. Higher expenses must be declared in Annex R.
Our experts are familiar with the tax-implications of most investments available and can also inform you about other tax-deductibles that you could take advantage of.
You can simulate those investments in our mobile app alongside inflation and interest rates.
We regularly help our clients optimizing their investments for tax-efficiency.
Get in touch with our experts to review your options.
Download our app and start gaining insight into your current and future finances.