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Wet Werkelijk Rendement · Start date uncertain

Box 3 is changing fundamentally. What it will cost you is not yet certain.

The law passed but is being revised. We track every development and calculate the impact on your wealth as soon as there is clarity.

36%
Box 3 rate on unrealised gains
2028
New law takes effect
€57.684→ €1.800
Wealth allowance → return exemption p.p.
Based on
Wet Werkelijk Rendement (2026)
Supreme Court Jun. 2024
Belastingdienst.nl

Everything you need to know

The Wet Werkelijk Rendement fundamentally changes how wealth is taxed. We explain it and help you prepare.

The problem

Unrealised gains taxed, even if you sell nothing

Under the new system, the annual increase in your portfolio value counts as taxable income, even if you have sold no shares.

Say your portfolio rises from €200,000 to €214,000. You pay 36% on €14,000 = €5,040 in tax, without having freed up any cash.

Current system (2026)
€2.586
per year on €200k investments

Fictitious return based on asset category (6.04% × 36%)

New system (2028)
€5.040
per year on €200k at 7% return

Actual return: 7% × 36% = 2.52% of your wealth

With investment BV
€0
annual tax on unrealised gains

Tax deferred until realisation, full compounding return

Explore the tools

Three free calculators to understand your Box 3 situation.

Calculator

Growth over time

See how €75,000 in starting capital grows over 20 years under each tax regime. The gap between new Box 3 and a BV adds up to tens of thousands of euros.

Open tool
E-book

From Box 3 to Box 2

The complete guide: how the new system works, when a BV pays off, and how to make the switch. With worked examples and a decision tree.

Calculate your personal impact now

Use our free calculators to see what you pay and when a BV structure pays off.