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Israel Plans Tax-Free Investment Accounts to Boost Long-Term Savings by 2027

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דווח לראשונה בMako · Aug 25, 2026

מה קרה

Israel plans to introduce tax-free investment accounts by 2027, allowing citizens to invest up to 200,000 shekels annually without paying capital gains tax on portfolio changes. The reform aims to boost long-term savings by deferring taxes until withdrawal, benefiting mainly savers aged 30 to 50 and families. Large existing provident fund holders may face limitations due to new deposit caps.

01Israel will allow tax-free investment accounts with up to 200,000 shekels annual deposits starting in 2027.
02Capital gains tax will be deferred until withdrawal, enhancing long-term compounding benefits.
03Withdrawals as pensions from age 60 will be fully tax-exempt; early lump sums taxed at 25%.
04Families can pool deposits, saving up to 800,000 shekels yearly tax-free.
05Large provident fund holders may be limited by the new deposit cap.
06The four biggest banks will be excluded from managing accounts for the first three years to promote competition.

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