Investment Tax Guide 2024

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.

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.