Analysis of the 2025 State Budget: Impacts and Opportunities for Companies

The recently approved State Budget for 2025 (OE 2025) introduces significant changes in tax and benefit areas for companies and workers. This article explores the main highlights of OE 2025, with an emphasis on the most relevant impacts for business management.

IRS: Changes for Workers and Young People

Exemption from Productivity Awards and Gratuities

Companies that increase their employees’ salaries will be able to exempt up to 6% of the worker’s annual base salary from IR, in productivity or profit bonuses. This measure promotes salary appreciation and encourages profit sharing.

IRS Young

The income tax exemption is expanded for young workers up to 35 years of age, applicable in the first 10 years of income. This measure expands support for the transition to professional life and can encourage talent retention.

IRPJ: Reduction of Tax Rates and Benefits

IRC Rate Reduction

The nominal corporate income tax rate goes from 21% to 20%, while for micro and small companies, the first 50,000 euros of tax base benefit from a reduced rate of 16%.

Increased Health Insurance Expenses

Companies will be able to deduct 120% of health insurance costs for their workers. This incentive reinforces the importance of providing social benefits to employees.

Incentive for Salary Valuation

Charges for salary increases can be deducted by 200%, as long as specific criteria are met, such as a minimum increase of 4.7% in the average base salary per worker.

VAT: New Deductibility and Reduced Rates

VAT deduction on bicycles

It is now allowed to deduct VAT on the purchase and maintenance of bicycles, with or without an engine. This measure encourages sustainable mobility.

Reduced Fees

Products aimed at infants, cultural shows (such as bullfights) and emergency services now benefit from reduced rates.

Tax Benefits and Sector Support

Support for the Primary Sector

Small farmers, fishermen and aquaculturists will have additional fuel subsidies, facilitating the reduction of operational costs.

Extension of Benefits

Benefits such as exemptions in credit operations and incentives for forest management were extended until 2025, ensuring the continuity of relevant support.

ITBI and IMI: New Housing Incentives

IMT Tracks Update

The exemption limits and ranges for home ownership were updated to reflect inflation, favoring the purchase of residential properties.

Extension of IPTU Exemption

Urban properties with an asset value of up to 125 thousand euros remain exempt from IMI in several municipalities, promoting housing accessibility.

Conclusion: Strategic Opportunities

OE 2025 presents several measures that favor increased business competitiveness and talent retention. It is crucial that companies, together with their tax advisors, analyze the changes to maximize the benefits available and ensure compliance with legal obligations.

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