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    Vesting shares after leaving- how to meet tax obligation

    I have just received shares(just vested) from a company I left 9 months ago .... I am not on their payroll. Normally the shares would be subject to Paye/Prsi/on my previous company payroll and my tax obligations would be met. How do I deal with it when I am not an employee. Do I declare it to...
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    Transferring US shares to spouse to avail of CGT allowance

    Thank you. I had seen that article and transferring Irish shares would be easy enough to do as it says.However my question is about transferring US shares and if anyone has actually done a transfer it and if they needed to do some kind of legal document to move into joint names.
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    Key Post My pension pot has reached €800k - should I stop contributing ?

    This is great ..thank you The 20k gross is only useful versus the 7950 if I can get it out of the fund and I see your points regarding medical and giving to my children. I think my plan needs to look at the tax free lump sum side of things to maximize and prevent the 20k being taxed at 52%. I...
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    Transferring US shares to spouse to avail of CGT allowance

    I have US shares all in my name for which I have paid all relevant PAYE etc when I received them from a US multinational. Each year I use my €1270 allowance by selling a portion of my holding to make a gain. I would like to transfer 50% of them to my spouse and hopefully use her €1270 allowance...
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    Key Post My pension pot has reached €800k - should I stop contributing ?

    Thanks Conan but I will have reached the tax free lump sum elsewhere so at best it’s 40% relief versus 44% taxable and will have fees etc so might just invest the net privately or forget about it...or else get the new employer to contribute
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    Key Post My pension pot has reached €800k - should I stop contributing ?

    I am starting a new role in a company that does not have a pension scheme. They will offer a PRSA as they are legally obliged to do but they is no offer of contribution. I am aged 51 and I have other pensions that mean that all my future income will be at the higher rate of tax. Am I correct in...
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    What included in earnings for SCSB calculation

    Super thanks guys ...much appreciated
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    What included in earnings for SCSB calculation

    Not sure I understand . The second is pay for USC purposes and the first is gross pay less deductions (like pension ) so is pay subject to PAYE. So are you saying it is the first .
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    What included in earnings for SCSB calculation

    I would like to know what income can be included in the SCSB 3 year average annual remuneration calculation. On my P60's there are two definitions of income. One is Gross pay less contributions and the second is pay for USC purposes (which is much higher). The second includes Gross pay, bonus...
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    Waive right on future pension lump sum decision

    Thank you both for your responses
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    Waive right on future pension lump sum decision

    I am in a DB scheme and also have a decent pot of 350k within an Avc pension scheme . I Am about to get an ex gratia payment of approx 200k . The choice is to make waiver or not and the take home difference is approx 45k as no waiver means the scsb is being reduced by 105k being today’s value of...
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