Course Details

With the personal tax deadline fast approaching, many of us will find ourselves reviewing details of our clients' investments in 2021 and wondering how their income and gains from funds should be treated.


In this session, Daragh O’Shaughnessy provides the basic tools needed to ensure that fund investments are treated correctly in our clients' tax returns and will focus on:

  • Identifying which type of funds a client is invested in
  • Detailing how income and gains from funds should be taxed
  • Highlighting where unexpected liabilities may arise

CPD Course Speaker

O’Shaughnessy Tax

Daragh O'Shaughnessy

Daragh has provided expert tax advice to a diverse range of Personal and corporate clients, from sole trades to High Net Worth investors and SMEs to Multinationals for 15 years.

Daragh’s CPD lectures and articles view tax issues from a practical perspective that can put to immediate use in attendees’ day-to-day business, as well as using technical analysis for a deeper understanding of the issues.