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This definition was automatically translated from Spanish. View original in Spanish
Taxation

EPSV (Entidad de Previsión Social Voluntaria)

A retirement savings vehicle specific to the Basque Country, equivalent to pension plans but governed by regional (foral) regulations, with specific tax advantages.

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EPSVs are the Basque equivalent of pension plans, regulated by the Provincial Councils (Diputaciones Forales) of Bizkaia, Gipuzkoa, and Álava rather than by the national rules that govern pension plans in the rest of Spain.

Main tax advantage

Contributions reduce the taxable base of regional (foral) IRPF, with an individual limit of €5,000 per year and a combined limit (personal plus employer contributions) of €10,000 from 2026, according to the rules currently in force in each historical territory.

Withdrawal

When you withdraw from an EPSV, the contributions are taxed as employment income with a 30% reduction (under the new regime from 2026), while the returns generated are taxed as investment income. Exemptions exist if withdrawn as a life annuity or after a minimum holding period.

EPSV vs. pension plan

Functionally they're very similar (finalist retirement savings with tax benefits on contributions), but the limits and the tax treatment of withdrawals can differ from national pension plans, so it's worth checking the specific regional rules for each territory.

EPSV calculator