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    Global Daily Tax News, Polish Cabinet Approves New Tax-Privileged OKI Account, (May 12, 2026)

    On May 5, 2026, Poland's Cabinet has adopted a draft law on the introduction of a new tax-privileged investment and savings account, the Personal Investment Account (OKI).

    The legislation provides that taxpayers may invest through the account into sh ...

    On May 5, 2026, Poland's Cabinet has adopted a draft law on the introduction of a new tax-privileged investment and savings account, the Personal Investment Account (OKI).

    The legislation provides that taxpayers may invest through the account into shares, investment fund units, and other financial instruments with a full BELKA (capital gains tax) exemption up to PLN100,000 (USD27,772).

    For savings, including deposits and treasury savings bonds, the exemption limit will be up to PLN25,000.

    Taxpayers will be able to deposit and withdraw funds at any time, with the proposed regulations providing for the creation of OKI expected to enter into force in 2027.

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