Spain approves new Financia Europa savings plans

The Spanish government has introduced tax-advantaged accounts and insurance plans to incentivise long-term investment in European assets.

The Spanish Council of Ministers has approved a Royal Decree introducing new tax-advantaged savings vehicles to promote EU investment. Published in the Official State Gazette, the measures establish the 'Financia Europa' account and a new long-term insurance variant.

The 'Financia Europa' account allows cash investments up to 150,000 euros in European assets. Portfolios must hold 70% European assets and 50% equities. Gains are tax-exempt if held for five years, with a 10,000 euro limit for full exemption and a 20% bonus thereafter.

These regulations aim to boost long-term savings across the European Union. The new 'Sialp Financia Europa' insurance plans, which lack the standard 85% capital guarantee, offer further tax exemptions on capital gains for investors who maintain holdings for five years.


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