Personal investing in Ireland – challenges & opportunities

Investing personal assets in Ireland is not easy principally because of taxation. In order to build a diversified portfolio outside of a pension vehicle, retail investors need to navigate the complexities of the gross roll up or “exit tax” regime, life insurance levies, deemed disposals, acquiring “material interests in offshore funds”, inconsistent regulations and more.  Marc Westlake is an experienced financial planner who helps his clients to invest tax efficiently for the long-term. In this webinar, he will discuss the challenges that Irish personal investors face as well as the opportunities available to them to manage investment risks, costs and taxes effectively.