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The Impact Of Mortgage Interest Tax Relief In The Netherlands, Sweden, Finland, Italy And Greece

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Author Info
Matsaganis M
Flevotomou M
Abstract

Fiscal welfare, i.e. the use of the tax system to achieve social policy goals, is assuming ever greater importance throughout Europe and beyond. In housing, the favourable tax treatment of mortgage interest repayments has often co-existed alongside public programmes of housing benefit or social housing. Although the distributional effects of tax expenditure are known to be regressive, the issue has remained relatively under-researched. The paper uses the European tax-benefit model EUROMOD to quantify the distributional impact of mortgage interest tax relief in five European countries: the Netherlands, Sweden, Finland, Italy and Greece. The analysis reveals that higher-income groups capture a disproportionate share of total expenditure on mortgage interest tax relief in all countries, and that this effect is most regressive in the Netherlands and least regressive in Sweden. The paper concludes with a discussion of results and their policy implications.

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File URL: http://www.iser.essex.ac.uk/publications/working-papers/euromod/em2-07.pdf
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Paper provided by EUROMOD at the Institute for Social and Economic Research in its series EUROMOD Working Papers with number EM2/07.

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Date of creation: 01 Feb 2007
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Handle: RePEc:ese:emodwp:em2/07

Note: microsimulation, inequality, tax relief, mortgage repayments
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Related research
Keywords: microsimulation; inequality; tax relief; mortgage repayments;

Find related papers by JEL classification:
H23 - Public Economics - - Taxation, Subsidies, and Revenue - - - Externalities; Redistributive Effects; Environmental Taxes and Subsidies
I38 - Health, Education, and Welfare - - Welfare and Poverty - - - Government Programs; Provision and Effects of Welfare Programs
R21 - Urban, Rural, and Regional Economics - - Household Analysis - - - Housing Demand

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References listed on IDEAS
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  1. Virginia Hernanz & Franck Malherbet & Michele Pellizzari, 2004. "Take-Up of Welfare Benefits in OECD Countries: A Review of the Evidence," OECD Social, Employment and Migration Working Papers 17, OECD, Directorate for Employment, Labour and Social Affairs. [Downloadable!]
  2. Philippe Thalmann, 2005. "Equity and Neutrality in Housing Taxation," FAME Research Paper Series rp147, International Center for Financial Asset Management and Engineering. [Downloadable!]
  3. Hills, John, 1991. "Distributional effects of housing subsidies in the United Kingdom," Journal of Public Economics, Elsevier, vol. 44(3), pages 321-352, April. [Downloadable!] (restricted)
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