Investment portfolio

Irish deposit income and Dividends income are still preferable income sources for many investors in Ireland. Notwithstanding the fact that this income is taxed at source (e.g. Deposit Interest Retention Tax is charged by the banks on deposit accounts and Dividend Withholding Tax applies when a company pays a dividend to its shareholders) a tax return needs to be submitted to Irish Revenue by the 31st October following the end of the tax year.

If you dispose of any shares during the year you may be liable to CGT (Capital Gains Tax) as well.

Our experienced tax specialists developed a friendly tax questioning pack ensuring you will not miss any allowable expenses and tax deductions you may be entitled to in order to minimize your tax liability.

Once your return is completed, we will submit it online to Revenue on your behalf.

Your dedicated Account Manager will make sure you don’t miss the annual income tax and CGT deadlines and you are fully compliant with Revenue.