Fiscal intelligence · NL 2026
Stop paying tax on returns you didn't make.
Discover in 60 seconds how much tax you overpaid. Institutional analysis, designed for the Dutch investor.
EU-hostedNo credit cardBrowser-onlyAFM-compliant
Box 3 Quick CheckLIVE
Total Assets€450.000
Invest / Save70% / 30%
Actual Return+2%
Fiscal partner€59.357
Belastingdienst
Fictitious return€17.907
Tax owed€6.447
WealthPlannr
Actual return€7.813
Tax on real data€2.813
Potential savings via Tegenbewijsregeling
€3.634
At €29/mo → 10x ROI in year one
No account needed for the first check.
Works with your bank and broker
Connect your existing accounts — no switching needed.
ABN AMRORabobankINGDEGIROInteractive BrokersMeesman
The Problem
Three gaps in the Dutch investment landscape.
The tools that exist were not built for Dutch fiscal reality.
01
Fragmented data
Five broker apps, three bank accounts, one Excel sheet. No total picture of your wealth, let alone a fiscal projection across jurisdictions.
02
Wrong tax calculations
The Belastingdienst taxes you on a deemed 6% return. Your actual return: 2%. You pay tax on money you never earned.
03
AI trained on America
Generic AI models don't know Box 3, the Kerstarrest ruling, or jaarruimte. They hallucinate dangerous advice about Dutch fiscal law.
The Solution
Institutional intelligence. In your browser.
Family-office analytics accessible to every Dutch investor.
01 — Wealth Aggregation
One dashboard. All your wealth.
DEGIRO, Interactive Brokers, ABN AMRO and traditional banks in one unified data layer. Family-office reporting that used to cost €50,000+/year — now instant in your browser.
02 — Institutional Analytics
Wall Street computing power. In your browser.
1,000-scenario Monte Carlo stress tests and real-time Box 3 optimization. Institutional computing power without server processing or privacy risks.
03 — Dutch-Native AI Tax Advisor
No American model. No hallucinations. Pure Dutch.
Our intelligence layer is hardcoded to 2026 Dutch fiscal parameters, the Kerstarrest ruling, and Box 3 compliance. It generates a legally substantiated counter-evidence package according to Belastingdienst requirements.
Tegenbewijs generated
KerstarrestECLI:NL:HR:2021:1963
Actual return1.8%
Deemed return6.04%
Difference€4,237/year
StatusObjection filed ✓
04 — Consumer Experience
Institutional precision. Consumer-friendly.
Dark-mode interface with semantic color cues. Teal for savings, Rose for tax leakage. Guided onboarding in 60 seconds.
05 — Privacy & Security
Your data stays in the EU. Period.
EU-hosted infrastructure, AES-256 encryption, PSD2 read-only access. No data selling. No ads. No American cloud servers.
€2,800
Avg. savings identified
1,291
Fiscal analyses completed
22
Modules
60sec
To insight
8
EU jurisdictions
Used by professionals in
Accountancy
Tax Advisory
Financial Planning
Expat Advisory
Pricing
Choose your intelligence level.
Start free. Upgrade when you're ready for the full fiscal analysis.
Cancel anytime · No contracts · 7-day free trial on Pro
Free
€0
Forever
- Portfolio tracker (CSV import)
- Dividend planner (basic)
- Box 3 quick check
- FIRE date estimate
- Health Score preview
Pro
€29
/month
- Everything in Free
- Box 3 optimization & counter-evidence
- Monte Carlo stress tests (1,000 paths)
- FIRE strategic roadmap
- Jaarruimte calculator
- Household AI analysis
- Cash routing advisor
- Fee scanner & debt shield
Most popular for Dutch investors
Wealth
€49
/month
- Everything in Pro
- 8-country tax comparison
- Exit tax simulator
- Relocation modeling (8 countries)
- 30% ruling phaseout simulator
- B.V. / holding analysis
- Estate & inheritance planning
- AI Advisor (smart routing)
- Accountant portal
Multi-country · Exit tax · Relocation
Got Questions? We've got answers.
Everything you need to know about WealthPlannr.
No. WealthPlannr is financial simulation software. We are not licensed under the Wft (Wet op het financieel toezicht) and do not provide financial advice. All calculations are based on 2026 fiscal parameters and should be verified with your belastingadviseur before filing.
Under the Kerstarrest ruling (Hoge Raad, 24 December 2021), you can submit counter-evidence showing your actual returns were lower than the government's fictitious rate. WealthPlannr calculates this gap using your real portfolio data and generates the evidence bundle required for the Opgaaf Werkelijk Rendement (OWR) route.
We support CSV imports from DEGIRO, ABN AMRO, Interactive Brokers (IBKR), Meesman, Rabobank, and Saxo. You can also add assets manually. The CSV parser handles 440+ positions in seconds.
Your portfolio data stays in your browser (localStorage) and is never sent to our servers. AI analysis uses zero-retention API calls — your data is not stored or used for training. We are DPA-secured and EU-hosted via Supabase.
Yes — WealthPlannr is built specifically for investors in the Netherlands, including expats. The 5-Country Tax Matrix lets you model relocation scenarios (e.g. Spain's Beckham Law) and calculate your Dutch exit tax break-even year.
The AI Advisor (powered by Claude) reads your entire portfolio and generates personalised insights across four areas: portfolio analysis, Box 3 optimization, pension gap, and Monte Carlo projections. It's like having a wealth strategist review your position — but available 24/7.
Stop guessing.
Start defending.
Join the FIRE investors, expats, and tax professionals optimizing their wealth with institutional intelligence.
Check Your Box 3 Savings →No credit card · Free to start · EU-hosted