Course Details

The webinar will give all attendees the following insights: 

  • The various options for investing as an individual in Ireland in 2026.
  • The typical tax treatments with investments (i.e. CGT treatment vs fund treatment) and the pros/cons of each option for investing.
  • The tax compliance and reporting obligations with investments. 
  • Some of the main tax issues that arise with the investment structure (i.e. loss offset, foreign withholding taxes, foreign inheritance taxes (in certain cases) and how to minimise/avoid these pitfalls).
  • The increased Revenue audit/interventions arising from the investments and how best to ensure compliance obligations are fulfilled/pitfalls to avoid.
  • The other options available for investing (i.e. via a pension/investment in private company shares and the tax reliefs available e.g. EIIS scheme/Angel investor etc).
  • Other topical issues for investments in 2026 (i.e. the new Government savings scheme and what to expect).
  • How to assist a client in structuring a portfolio of investments tax efficiently based on above parameters.
     

Course Level: Intermediate

CPD Course Speaker

Joe Thompson Tax Advisors

Joe Thompson

Joe is a Chartered Tax Adviser (CTA) having become an Associate of the Irish Tax Institute in 2002. After finishing the Bachelor of Science (Management) Degree course in DIT/Trinity College Dublin, Joe started in a role as trainee tax adviser with a private client tax firm in Dublin and qualified as a CTA in 2002.

Joe gained experience during 2001 while on secondment in Jersey, Channel Islands where he worked in offshore trust and company administration. During 2004, Joe worked in Australia in the taxation departments of State Street and Multiplex, a quoted property and development company based in Sydney, Australia.

Following a return to Ireland in 2005, Joe worked with three of the top private client tax firms in Dublin including working as an Associate Director of a private client tax firm in the period from 2010 to early 2020.

Joe formed Joe Thompson Tax Advisors in 2020 as a private client tax firm aimed at providing high quality tax advice mainly to high net worth individuals. Joe Thompson Tax Advisors also provide taxation advice to families, partnerships, trustees, executors, small/medium businesses and other professionals.

Joe has contributed through lecturing and drafting material for the Irish Taxation Institute including the recent Certificate in Capital Taxes for Private Clients course in October 2019 and has presented on the Taxation of Private Client Investments as part of the Irish Taxation Institute CPD Round Up conferences. Joe has presented regularly to clients and private banks on private client matters.