The PGBL pension plan (Free Generating Benefit Plan), which allows reduce in up to 12% from annual gross revenue in Income Tax (IR), is recommended for those who make the Statement of Annual Income Tax Adjustment (DAA) in the complete model.
However, there are conditions to enjoy this tax benefit:
a) Those who intend to hire this private pension or to contribute must act until the Dec-28-2018 that is the last banking day of the year. Otherwise, they will not receive the benefit in their next income tax return for calendar year 2018.
b) In addition, the taxpayer must also contribute to the INSS or the public servants regime. In addition, if the plan is in behalf of the dependents over the age of 16, they should be social security’s taxpayers.
Since PGBL plans are indicated for taxpayers using the full IR model, DPC suggests contracting VGBL (Free Benefit Generating Life) plans to taxpayers who present the DAA in the simplified model, and want to invest in plans of private pension.
Domingues e Pinho Contadores has specialized team ready to assist your company.
Contact us by the e-mail dpc@dpc.com.br
Av. Rio Branco 311, 4º e 10º andar - Centro
CEP 20040-903 | Tel: +55 (21) 3231-3700
Rua do Paraíso 45, 4º andar - Paraíso
CEP 04103-000 | Tel: +55 (11) 3330-3330
Rua Teixeira de Gouveia 989, sala 302 - Centro
CEP 27910-110 | Tel: +55 (22) 2773-3318
<h1>Deadline to take advantage of PGBL tax benefit in IR Statement is approaching</h1>
<br />
<p>The <b>PGBL pension plan</b> (Free Generating Benefit Plan), which allows reduce in up to 12% from annual gross revenue in Income Tax (IR), is recommended for those who make the Statement of Annual Income Tax Adjustment (DAA) in the complete model.</p>
<p>However, there are conditions to enjoy this tax benefit:</p>
<p>a) Those who intend to <b>hire this private pension or to contribute must act until the Dec-28-2018 </b>that is the last banking day of the year. Otherwise, they will not receive the benefit in their next income tax return for calendar year 2018.</p>
<p>b) In addition, the taxpayer <b>must also contribute to the INSS or the public servants regime</b>. In addition, if the plan is in behalf of the dependents over the age of 16, they should be social security’s taxpayers.</p>
<p>Since PGBL plans are indicated for taxpayers using the full IR model, DPC suggests contracting VGBL (Free Benefit Generating Life) plans to taxpayers who present the DAA in the simplified model, and want to invest in plans of private pension.</p>
