September Fest - Offshore Funds and Fund Structure Considerations for Retail Investors
Category: Tax | Duration: 1hr | Tag: VODSEFEIRE22D1S2 | Type: Video | Speaker: Daire Coady, Ian Quigley | Date: 27/09/2022 09:55
Course Details
In this session, Daire Coady and Ian Quigley cover the following:
- Discuss the key features of investable structures available for Irish retail investors and how they are taxed.
- Detail the reporting requirements from financial intermediaries with regards to offshore funds.
- Discuss the US estate tax complications of US domiciled financial investments.
- Brief summary of some of the Brexit related complications seen for Irish resident investors with UK based accounts.
- Brief discussion on investment markets and economic outlook.
CPD Course Speaker
Brewin Dolphin Wealth Management Ltd
Daire Coady
Daire joined Brewin Dolphin in 2015, having previously worked with Bank of Ireland and US Bank. Daire is a member of the Wealth Governance Committee and Investment Committee.
He also Chairs the Stewardship Committee. He has an honours degree in Business & Economics and Masters in Finance from Trinity College.
He is a qualified accountant (FCCA) and a CFA® charter holder.
He also Chairs the Stewardship Committee. He has an honours degree in Business & Economics and Masters in Finance from Trinity College.
He is a qualified accountant (FCCA) and a CFA® charter holder.
Brewin Dolphin Wealth Management Ltd
Ian Quigley
Ian is a member of Brewin Dolphin Ireland’s Executive Committee and has been working with private clients in Ireland for over 15 years.
Prior to joining Brewin Dolphin, Ian led Investec Wealth and Investment (IW&I)’s Investment Strategy team in Ireland and was a member of IW&I’s UK Asset Allocation Committee and Global Investment Strategy Group.
Ian has a Degree in Economics from Trinity College and a Masters in Finance from the Smurfit Business School. Ian is a regular contributor to Newstalk, RTE & Sky News.
Prior to joining Brewin Dolphin, Ian led Investec Wealth and Investment (IW&I)’s Investment Strategy team in Ireland and was a member of IW&I’s UK Asset Allocation Committee and Global Investment Strategy Group.
Ian has a Degree in Economics from Trinity College and a Masters in Finance from the Smurfit Business School. Ian is a regular contributor to Newstalk, RTE & Sky News.