Finance Ministry Proposes New Taxes on Investments: Weekly Digest

⚡ The gist in 5 seconds - Russia's Finance Ministry has proposed raising taxes on investment income starting in 2027: up to 22% for high earners, affecting 4 million people. - The roundup is available on Habr and covers two weeks of events in Russia and worldwide: taxes, sanctions, and new AI models. - The proposal has not been adopted, and the rules for mutual funds and mortgages may still be refined. ### 🔍 What was found Following the events of September 18–20, the Finance Ministry proposed revising taxes for investors starting January 1, 2027. Dividends, deposit interest, income from securities, and property sales will be included in the general five-tier personal income tax scale: such income is currently taxed at 13–15%, with new tiers of 18%, 20%, and 22% proposed for high incomes. The changes will affect about 4 million people and will not touch participants of the special military operation. It is also proposed to levy a 15% tax inside mutual funds (it's unclear so far whether only closed-end ones), and to raise the dividend tax for non-residents holding type "C" accounts from 15% to 35%. In parallel, Russia updated the terms of "Family Mortgage": from October 1, the rate will depend on the number of children and the region — 8–12% for families with one or two children, 6% with three, 4% with four, and 2% with five or more. For large families, the maximum subsidized loan amount will rise from 6 to 10 million rubles. Also under discussion: a fee on air tickets of up to 500 rubles for domestic flights and up to 1,000 rubles for international ones, as well as an idea of a fee for foreign internet traffic (discussion only for now). ### 💡 Why it matters The tax initiative will directly affect investors, while new AI models from Anthropic and OpenAI have become roughly twice as cheap — lowering the cost of using cutting-edge technology. Meanwhile, incidents involving Muse highlight the risks of AI agents: zero-days, reading correspondence, and locking out Amazon. Keeping an eye on these trends matters for anyone working with finance and technology. ### 🧩 Context The tax initiative emerged after the events of September 18–20 (details are not disclosed in the source). The Federal Reserve raised rates for the first time since 2023 — the first hike under its new chair Kevin Warsh, whom Trump nominated to cut rates. Anthropic and OpenAI are competing every couple of weeks, and Meta's Muse has become a notable ChatGPT rival. In Turkey, 130 mutual funds with over $20 billion in assets are being liquidated.

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