Webinar: Personal investing in Ireland – challenges & opportunities
This event is taking place virtually, over Zoom. Click here to read the Zoom user guidance notes.
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.
Marc Westlake has worked as a Financial Planning Consultant on both sides of the Irish Sea for over 30 years. Today he is based in Dublin and is a specialist adviser in Portfolio Management, Pensions and Tax & Estate Planning.
As a “blow in” himself, Marc’s specialist Niche is advising Foreign Nationals living in the Republic of Ireland and structuring portfolios to avail of the remittance basis of taxation.