INVESTING IN FINLAND

Investing in Finland 2026

The most important tax consideration for Finnish investors is capital gains tax: 30% up to €30,000 and 34% above. This significantly changes the FIRE portfolio target calculation. All calculators here are built to Finnish tax law.

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Capital gains tax: what every Finnish investor needs to know

Capital gains tax rates 2026: Capital gains tax in Finland is 30% on the first €30,000 of annual capital income and 34% on amounts above that. This is a flat rate system, not progressive like employment income. For example, on a €50,000 gain: 30% × €30,000 + 34% × €20,000 = €9,000 + €6,800 = €15,800 total tax.

Acquisition cost assumption: If you don't know your original purchase price, you can deduct 20% of the sale price as an assumed cost basis (40% if held over 10 years). Example: sell shares for €10,000 with unknown purchase price → 20% deduction = €2,000 → taxable gain €8,000 → tax €2,400 (not €3,000). This assumption can save significant tax.

Dividend taxation: Dividends from listed companies are taxed so that 85% is subject to capital gains tax and 15% is tax-free. So if you receive €1,000 in dividends, you pay capital gains tax on €850, which is €255 at 30% — an effective dividend tax rate of about 25.5%.

Loss carry-forward: Capital losses can be deducted against capital gains in the same year and the following 5 years. If you sell shares at a €20,000 loss in year X and make a €30,000 gain in year X+1, your net gain is €10,000 — tax around €3,000 (30%).

FIRE calculations in Finland: The classic "25× annual expenses" rule assumes a 4% withdrawal rate untaxed. In Finland, the 30–34% capital gains tax significantly reduces withdrawable amounts. When you retire and sell shares to live on, every euro of gains is taxed 30–34%. A practical rule of thumb: 30× annual expenses is a better starting point for Finland. If annual expenses are €30,000, aim for a portfolio of about €900,000.

Long-term saving: what to consider

Monthly ETF investing: Small regular amounts grow through compound interest over years. For example, €200/month invested at 7% annual real return (before tax) grows to approximately €35,000 in 10 years and €104,000 in 20 years. Historical real returns (inflation-adjusted) are around 5–8% annually in stock markets.

Long-term savings account (PS-tili): This product, launched in 2020, no longer offers tax benefits. Its main advantage is withdrawal restrictions until retirement age. For most investors, free ETF investing without a dedicated savings account is more flexible.

Housing as investment: Owner-occupied housing is a stable investment, and rental property generates income. In Helsinki, net rental yield is typically 2–3% annually — a €300,000 property generates €6,000–9,000 in annual net income. A mortgage provides leverage — with 10% equity, you can own 100% of the property. Learn more using our mortgage calculator.

Frequently asked questions

How much capital gains tax is paid in Finland?
Capital gains tax is 30% up to €30,000 of annual capital income, then 34% above. For example, on €50,000 gain: 30% × €30,000 + 34% × €20,000 = €9,000 + €6,800 = €15,800 total.
What is the acquisition cost assumption?
The acquisition cost assumption (hankintameno-olettama) lets you deduct 20% of the sale price as an assumed purchase cost (40% if held over 10 years). Example: sell shares for €10,000, unknown purchase price → 20% = €2,000 deduction → taxable gain €8,000 → tax €2,400 (not €3,000).
How much do you need to save for financial independence?
The classic "25× annual expenses" rule assumes 4% withdrawal untaxed. In Finland, capital gains tax 30–34% reduces what you can withdraw. A practical rule of thumb: 30× annual expenses is a better starting point. If annual expenses are €30,000, target portfolio is about €900,000.
Is housing or stocks a better investment in Finland?
Historically, stocks have outperformed over the long term. Net rental yield in Helsinki is typically 2–3% annually. Stocks have returned 7–8% annually in real terms. A mortgage can provide leverage for ownership — compare based on your own goals.