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Investment Tax Guide 2024

Your go-to resource to navigate the tax implications of specific investments

The Investment Tax Guide 2024, prepared by Goodbody in partnership with Chartered Accountants Ireland, is your go-to resource for a clearer understanding of the tax implications of specific investments. 


Now in its third iteration, the guide simplifies and addresses complex investment-specific tax questions that we regularly receive from our clients and professional partners in the accountancy, legal and tax space that we work alongside.

What can you expect to find in the guide? 

  • Foreword by Dr Brian Keegan, Director of Public Policy at Chartered Accountants Ireland 
  • Overviews by investment vehicles, e.g., bonds, shares, REITs, and so on 
  • Summary tax tables
  • Information on important CGT rules and share identification rules 
  • Glossary of terms

We have organised the guide by investment type as it will allow you to quickly find the tax information about the investments that you or your clients are currently using, considering purchasing or thinking about selling.

tax_guide_2024_goodbody

L-R: Dr Brian Keegan, Director of Public Policy, Chartered Accountants Ireland, and Catriona Coady, Head of Tax, Goodbody. 

Goodbody: a collaborative partner

Strategic planning is a big part of what we do at Goodbody. As a firm, we approach wealth management holistically for our clients. That means we always consider the big picture which includes tax implications.

At Goodbody, we are a collaborative partner — and have been for the last 150 years. We seek to solve problems and simplify the financial planning process for both our clients and professional colleagues. That’s why we have produced this guide. We hope it will be a valuable resource for you in the year ahead.

Access the Investment Tax Guide today

Please submit your details to receive a digital copy of the Investment Tax Guide. Print copies will be distributed from 7 February and will arrive via post within five working days. 

Thank you for requesting a copy of the Investment Tax Guide. A digital copy will arrive within the next 30 minutes. If you don’t see it after that time period, please check your spam / junk folder. Print copies will be distributed from 7 February and will arrive via post within five working days.

 

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CONTACT

Speak to the Financial Planning team today

+353 1 641 6003

[email protected]

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Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.
Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland and Goodbody Stockbrokers UC is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.
@2024, Goodbody
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