For investors who want more direct exposure to financial markets, PPFS can advise on direct equity investment and Exchange-Traded Funds (ETFs). Ireland has specific and sometimes surprising tax rules for ETF investors — including the 8-year deemed disposal rule, which triggers a taxable event even if you have not sold your investment. Understanding this before you invest is essential. PPFS will ensure your investment strategy is structured with a full awareness of the Irish tax treatment and not an assumption that rules from other jurisdictions apply.
“Are you aware of how ETFs are actually taxed in Ireland?”