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Tax advantages of savings insurance

Find out about the tax advantages of the savings insurance policies offered that Mutualidad has for you.

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What are the tax advantages of savings insurance?

Here are the tax advantages of the monthly payments made to savings insurance policies.

There are benefits to making contributions, such as reductions in your personal income tax base. These can be found in products such as the Personal Provision System (PPA) or the Professional Provision System (Sistema de Previsión Profesional)

There are other benefits you get when you collect the benefit in products such as the Plan de Ahorro 5, Systematic Savings System (PIAS) and Renta Vitalicia Remunerada (Remunerated Life Annuity).

Mutualidad offers you the support of a specialised professional team that will be able to assess which plan or product is the most suitable for you.

Savings tax advantages

Our products are tailored to your needs and offer you multiple benefits.

Safety of your contributions

Reductions

Tax exemptions

Flexibility without commissions

Savings products

Choose the one that gives you the most advantages and start enjoying those benefits.

Cheerful young man having phone conversation via TWS earbuds sitting on lounger

Save without taxes

Exempt from taxation from the 5th year onwards
Excellent return
Maximum contributions of €5,000/year
Possibility of mobilisation from one entity to another
Redemption from the first year

flexible

Plan Ahorro Flexible

Your money available whenever you want it

Save with liquidity and a return
You can have your savings at your disposal from the very first moment
No contribution limits
Regularly or with on-off contributions, whenever it suits you best
Tax only when you receive your earnings

* System included in the Plan Universal de la Abogacía

PlanJunior

Save and protect your future

Savings and protection for the youngest members of the household
With the excellent returns of Mutualidad de la Abogacía
So that they can fulfil their dreams without anything holding them back
Withdrawals possible after the first year
No commissions and minimum charges

We will tell more

Do you want to know more about the tax advantages of saving?

Contact us through the channels provided or complete the form to have an advisor contact you. We will be happy to help you with your questions!

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