A possibility to get a refund of up to EUR 300 per year
For a tailored calculation for you, please enter your details. Please note that the tax information provided is based on the currently valid regulatory enactments in the field of taxation, which may change over time. The tax result may vary in each case. The calculated values are preliminary and the final amount will be calculated when you submit your tax declaration. In order to receive the refund, you must submit a personal income tax declaration.
By concluding unit-linked or III pillar pension accumulation agreement until 31st December 2024, you will be able to use tax benefit and receive up to 300 euros annually for another 10 years. Tax benefit applies to contributions paid in one year to II and III pillar pension funds contracts and/or unit-linked contracts of no more than 1,500 Eur. Whilst the total amount of expenses cannot exceed 25% of your taxable income per calendar year. Tax benefit will not be applied to unit-linked agreements and/or III pillar pension accumulation contracts from 1st January 2025.
You don’t have to be a specialist – we will assist you in selecting the premium investment plan
We will assist you in making a decision that best suits your needs. Register for a free of charge consultation and our managers will advise on the investment risk acceptable to you and assist you in selecting a suitable investment plan. You will be able to change the selected investment plan on SEB’s Internet Bank free of charge during the entire period of agreement validity, if necessary.
- The investment plan should be selected with regard to the accumulation period and acceptable investment risk.
- Both the clients willing to take risk and aiming for higher return and the cautious clients agreeing with lower return and aiming to prevent drop in value of their investment will be able to select an acceptable investment plan among those offered by SEB.
- Having evaluated your needs we will select an acceptable method of investment management – actively managed or passively managed (index) funds.
- SEB investment plans ensure not only a competitive offer of funds, but also some of the lowest fund rates.
Useful information
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Personal insurance
- Funds to recover from injuries or serious illness.
- Additional income during the period of incapacity for work.
- Financial security, if the family loses the breadwinner.
- Opportunity to ensure that your loan obligations are covered and not inherited.
Ensure sufficient income when you retire
- Plan your future and make a decision on your better tomorrow today.
- Monitor and manage your investments to secure a higher amount of savings.
- The state promotes long-term accumulation – take advantage of the tax relief.
Disputes related to the insurance contract are resolved through negotiations. If no agreement is reached these are being looked at in out-of-court basis in accordance to with the procedure established by the legislation at the Bank of Lithuania (Gedimino pr. 6, Vilnius, more information at www.lb.lt) or in the courts of the Republic of Lithuania.
