Investment Property

Property has long been a favoured investment for Irish households, and for good reason — but it is not without complexity. Rental income is taxable, capital gains are taxable on disposal, and the eventual inheritance tax exposure on an investment property can be substantial. PPFS does not sell property, but we do help clients think through whether property investment is genuinely the right decision for their overall financial plan — and how it interacts with their pension strategy, tax position, and long-term estate planning intentions.​

“Have you fully accounted for income tax, CGT, and CAT when assessing your investment property?”