The pension fund for tax consultants in Baden-Württemberg is the occupational pension scheme for members of the Chambers of Tax Consultants in Baden-Württemberg.
This pension fund provides the following benefits for members and their surviving dependants:
- old-age pensions
- occupational disability pensions
- provisions for surviving dependants
- death benefits for surviving dependants
- lump-sum settlements for surviving spouses or civil partners who lose their pension entitlements on remarrying
Note: In addition, the pension fund can provide allowances for the costs of any required and particularly costly medical rehabilitation measures on request. However, you do not have any right to this.
Members of the pension fund are obliged to pay monthly contributions as long as they do not receive an old-age pension or occupational disability pension. This is equivalent to the applicable maximum contribution to the state pension fund. If your income does not reach the assessment threshold, you can apply to have your contributions calculated according to your income.
You can also apply to pay less during the first 36 months following your initial appointment as a tax consultant. Prerequisite: You work solely on a freelance basis and had not reached the age of 40 by the time of your appointment.
Most employers deduct the membership contributions from their employees’ salaries and send them directly to the pension fund. If you are employed, please give your membership number to your employer and inform him that you are exempted from payments into the state pension scheme. If you are not employed, or if your employer does not pay the contributions directly to the pension fund, you must pay the contributions yourself. You can download a direct debit authorisation form from the internet.
Tip: You will find more information about contributions in the articles of the pension fund for tax consultants in Baden-Württemberg.