TaxSavers Financial Services
Free webinar

The Expat Box 3 Roadmap: How to protect your wealth before December 31st

Your savings and investments are growing. So are your questions about Box 3, the Dutch wealth tax. On 1 January 2027, the Dutch Tax Authority will look at your financial situation to determine your Box 3 tax, so the choices you make before the end of 2026 may affect your tax position.

Tue 17 Nov 2026

19:00 to 20:00 CET · Amsterdam time

Free · Online via Microsoft Teams · 60 min

Hosted together by
TaxSavers
Amsterdam Financial Coaching

What you'll learn

A practical case, with real numbers

  1. 1

    How Box 3 is calculated.

  2. 2

    Which options may benefit your financial situation.

  3. 3

    What a lijfrente (private pension) is, and where to start.

  4. 4

    How life changes affect your taxes: investments, property, getting married.

  5. 5

    What is changing in Box 3 towards 2028.

This is general information, not personal advice. The Box 3 change for 2028 is expected but not yet final.

Who it's for

Made for you if one of these sounds familiar

Phase 1

Sweet Oblivion

You're busy growing your career and building savings. Box 3 doesn't affect you yet, but you're getting close. How do you prepare before you cross the threshold?

Phase 2

The Box 3 Collision

You've crossed the tax-exempt threshold and are suddenly in Box 3 territory. Which strategies and tools are available to you right now, and how do you choose the right one?

Phase 3

Planning Ahead

You've been dealing with Box 3 for a while, but need a sustainable, long-term plan. How will your wealth be taxed in the future, and how can you prepare for it?

How the session runs

Three life phases, one real journey

Rather than dry tax theory, we follow the real-life financial journey of an international through three life phases. TaxSavers brings the technical tax knowledge, Amsterdam Financial Coaching the financial planning. Using a practical case study, we break down the rules with real numbers and look at what to consider before your next financial move.

  1. Welcome and the case we followBoth hosts
  2. Phase 1, Sweet Oblivion: preparing before you cross the threshold
  3. Phase 2, The Box 3 Collision: your options right now
  4. Phase 3, Planning Ahead: a long-term plan towards 2028
  5. Live Q&A: your questions answeredBoth hosts

Your speakers

Two specialists, one conversation

Anne Bon

Anne Bon

Senior tax advisor and Box 3 specialist · TaxSavers

Anne is an income tax specialist at TaxSavers and advises clients on complex Dutch income tax questions involving foreign income, international assets, home ownership, tax treaties, and inheritance tax.

Victoria Cantemir

Victoria Cantemir

Financial coach and founder · Amsterdam Financial Coaching

Practical details

Everything you need to join

Date and time
Tue 17 Nov 2026, 19:00 to 20:00 CET
Where
Online, Microsoft Teams in your browser
Teams account
Not needed
Language
English
Cost
Free

FAQ

Before you sign up

Do I need to know about tax or investing?
No. No advanced tax or investment knowledge is required. We explain the rules simply, as they should be.
Do I need a Microsoft Teams account?
No. You join from your browser with the link in your email. The Teams app works too if you have it.
Can I still register after it has started?
Yes, right up to the end. We email your join link straight away.
Who receives my details?
TaxSavers runs the registration. Amsterdam Financial Coaching only receives your name and email if you tick their newsletter box.
I don't live in the Netherlands. Is this for me?
It can be. Box 3 mainly concerns people who live here, but if you live abroad and own Dutch property, you can still pay Box 3 on it. The session focuses on residents.

This is general information, not personal advice. TaxSavers does not give investment advice. The investing part is presented by Amsterdam Financial Coaching.

Tue 17 Nov · 19:00 CET

Join us live and get answers to your Box 3 questions

Box 3 webinar · FreeTue 17 Nov · 19:00 CET
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