Israel Plans Tax-Free Investment Accounts to Boost Long-Term Savings by 2027
How 2 Israeli newsrooms covered this story — translated into English and compared side by side.
By אפרת נומברג יונגר
First reported by Mako · Aug 25, 2026
What happened
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.
Summary translated & synthesized from the sources below by baba. Read each original for the full report.
Full coverage · 2 outlets
The same event, reported separately by each newsroom. Open a few to compare what each emphasizes — and what they leave out.
