Box 3 Tax Investment Questions

Last activity 08 February 2024 by Cynic

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LAN1985Member07 February 2024 21:15:13

Hi there,

I was wondering if someone would be able to assist in a query I have. My partner (EU citizen) has moved to Amsterdam under the 30% rule. I am planning on joining her (British citizen).

As i am joining her under her residency application, I will be liable to pay box 3 Tax.

My query revolves around box 3 Tax on investments. Does this include work place pensions, Sipps and ISA's?

Thanks for any help/ advice.

CynicUK / Netherlands Expert08 February 2024 08:28:26

7648

Hi there,
I was wondering if someone would be able to assist in a query I have. My partner (EU citizen) has moved to Amsterdam under the 30% rule. I am planning on joining her (British citizen).

As i am joining her under her residency application, I will be liable to pay box 3 Tax.

My query revolves around box 3 Tax on investments. Does this include work place pensions, Sipps and ISA's?

Thanks for any help/ advice.

-@LAN1985

Hi and welcome to the Forum.

This is probably not a subject that anybody on the open forum is qualified to give expert advice on. My advice is always to go and speak to a Dutch tax advisor; they advertise their services in the "Service section" of this forum (top of this page).

Alternatively, other sources on the Internet specialise in tax matters, this link will take you to one such website.

As in all things you find on the Internet, buyer beware.

I hope this helps.

Cynic

Expat Team

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