ISK Account holding tax will be lower for year 2025 which shall be 0,888%.
Benefits of ISK Account:
- Capital Gain tax is ZERO
- 150 000 Kr total market value of ISK account has NO Holding tax, above that it’s 0,888%
- Automatic Reporting to Skatteverket for Buy & Sell transactions and Tax
Disadvantage: Capital Loss from investments can’t be deductible in income tax.
Quick facts about ISK (Source: Fondbolagen):
- Unique holders of ISK are almost 4 million people in year 2023.
- Estimated amount invested in ISK is SEK 1,665 billion – Year 2023.
- ISK account was introduced in Year 2012.
- Higher educated people (University degrees) have opened more ISK Accounts (45%).
- Higher income groups have opened more ISK accounts compared to lower income groups.
If you have invested more than the tax-free limit, find more details and calculations from Skatteverket:
Skatteverket ISK Information
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