JUN · ISSUE 26 · June 26, 2026

TAX POLICY

A tax on gains you haven't sold

In the Netherlands, the lower house approved taxing the yearly rise of stocks, bonds and crypto too, even if you never sell them.

PROPOSED RATE

36%

on actual return

INCLUDES

UNREALIZED

paper gains

EFFECTIVE

2028

targeted, still in process

THE NUMBER

36%

↑ flat rate on return, including the rise you haven't sold

The Dutch bill would tax actual return: interest, dividends and the yearly rise of your assets too, even while you still hold them. It passed the lower house in February; it still faces Senate resistance and amendments.

DATA

THE FIGURE

36%

36%

▲ applied to paper gains too

Your stock rises and you don't sell. You'd still owe. That rewrites the rules for the long-term investor.

A flat rate on actual return. The controversial part isn't the percentage: it's that it includes the rise you haven't sold yet.

FLAT RATE
The same percentage for everyone, with no rising brackets.
RETURN
What your investment earns: interest, dividends and price appreciation.

QUOTE

THE IDEA

Taxing what rises, not what you collect

Taxing unrealized gains forces you to think about liquidity: you can owe tax without having collected a cent.
Ronfy Analysis · Editorial

The deeper shift: the tax stops waiting for the sale and starts looking at your portfolio year by year.

LIQUIDITY
Cash on hand to pay without having to sell assets.
ACCRUAL
The point at which a tax obligation arises.

ILLUSTRATIVE

HOW IT HITS

Up on paper: you'd owe anyway

BUY · no saleBUY · no saleROSE · tax owedROSE · tax owed
YEAR 1YEAR 2YEAR 3YEAR 4YEAR 5

Under the classic system you pay nothing until you sell. Under the new one, every step up can generate a bill.

An illustrative example. Even if you don't sell, if the value rises each year, the unrealized tax arrives with it each year.

UNREALIZED
A paper gain you haven't collected yet.
COMPOUNDING
When your gains in turn generate more gains over time.

HEAD TO HEAD

TWO SYSTEMS

Pay when you sell vs pay every year

ON SALE (REALIZED)

The system we've always known

  • You only pay when you sell and collect the gain.
  • Your money compounds with no leak while you hold.
  • You choose the tax timing of your sale.

EVERY YEAR (UNREALIZED)

The model under debate

  • You pay on the yearly rise even if you sell nothing.
  • You can owe tax without the cash in hand.
  • Compounding loses steam from the yearly leak.

The gap between the two models isn't just how much you pay: it's WHEN, and that changes your strategy.

REALIZED
A gain you collect when you sell.
COMPOUND
Reinvesting gains so they generate more over time.

EXAMPLE

THE BITE

What happens to 100 of paper gains

STAYS INVESTED: 64%TAX (36%): 36%GAIN100
STAYS INVESTEDKeeps compounding for you64%
TAX (36%)Even if you haven't sold36%

Of every 100 of unsold gains, 36 would go to the taxman. The rest keeps working, but less of it.

An illustrative example at the 36% rate. Not advice: just to show the size of the bite.

RATE
The percentage applied to work out the tax.
TAX BASE
The amount on which what you owe is calculated.

TIMELINE

THE PROCESS

Where the Dutch bill stands

12 FEB 2026 · -LOWER HOUSE APPROVESHighThe bill clears the first parliamentary filter with the 36% on actual return.
25 FEB 2026 · -AMENDMENTS ANNOUNCEDMediumThe government concedes changes to win support: loss relief and startup exemptions.
PENDING · -SENATE VOTEHighStill to pass. There is resistance: it isn't final until this step.
1 JAN 2028 · -TARGETED EFFECTIVE DATEMediumThe goal date if it clears the process. Room for it to change.

It isn't settled law yet. Follow the path to see when, and whether, it actually takes effect.

LOWER HOUSE
The first of the two chambers that must approve a law.
SENATE
The second chamber: without its vote, the bill isn't law.

WRAP

FOLLOW

Did this briefing help?

If the difference between paying on sale and paying every year is clear now, share it. Another dose tomorrow.

One carousel a day, Monday to Friday. Tomorrow another story, another concept.

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Daily briefing · Mon-Fri 16:00 ET

UNREALIZED
A paper gain you haven't collected by selling yet.
BOX 3
The Dutch bracket that taxes savings and investments.

Sources: 📅 Approved 12 Feb 2026 · 🏛 'Box 3' regime

Editorial content. Not financial advice.

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