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  1. M

    Key Post The Tax Treatment of ETFs for Irish residents

    I have read revenue info (search revenue.ie for ETF). I understand income (dividends) from US domicile ETF's are subject to USC and PRSI. This will chip away at investment gains. Are there any US based ETF's that automatically invest back in dividends? Can you choose such an option e.g like...
  2. M

    Key Post The Tax Treatment of ETFs for Irish residents

    Thanks for clarification. Based on my wish to pursue a regular investment plan, investing in broad ETF's that replicate major stock indices over a long term, it's clearly more advantages to use US domicile ETF's. My only concern now is the major currency exposure
  3. M

    Key Post The Tax Treatment of ETFs for Irish residents

    Also, does the 8/7 year rule apply? Of can I settle any owed tax once I eventually cash out?
  4. M

    Key Post The Tax Treatment of ETFs for Irish residents

    Thanks. So how do ETF's domile in Europe / USA now compare to shares ? Tax wise e.g percentages ?
  5. M

    Key Post The Tax Treatment of ETFs for Irish residents

    Great. Do you have a link? Have you read this?
  6. M

    Key Post The Tax Treatment of ETFs for Irish residents

    Thanks for the reply. Do you know where I might find some information on uk investment trusts that fit my target profile ? Where can I research ? Thanks
  7. M

    Key Post The Tax Treatment of ETFs for Irish residents

    Thanks everyone for all of this valuable information. I recently purchased a number of ETF's that are UCITS or domicile in In Europe. I wanted to build a long term savings/ investment plan (10-20 years) and invest couple of thousand per month into a well balanced S&P, Europe 600, Asia and rest...
  8. M

    Do the tax advantages favour directly buying shares over ETFs?

    Hi all, Has this issue been finally clarified? I had purchased euro domiciled ETF's and don't fully understand the tax implications - can someone clarify current tax on dividends, exit and or. 8 years? It's a tad confusing to say the least.
  9. M

    Pension fees

    Hi Steven, Thanks for note. Just so I'm clear, this is not just limited to a 5 year period but over the term of the policy ie 30 years?
  10. M

    Pension fees

    Thank you. This is what I thought
  11. M

    Pension fees

    Just to be clear, does a 5% bid offer spread mean I will lose 5% when I try catching out when 65? Effectively a hidden 5% fee?
  12. M

    Pension fees

    I'm afraid I'm not laughing !! Thankfully I've read my documents (arrived today) and googled up. Anybody know where I stand cancelling this? I'm a little cheesed off about the spread fee - first I heard of it was the policy doc.
  13. M

    Pension fees

    Hello, I've been putting in my time lately to understand all the pension options available to me. I (stupidly) signed up 3 weeks ago to a Zurich pension on advice from a broker. I believe I am now going to cancel this. The fees are as follows. 99% allocation rate 1.25% AMC €3 per month policy...
  14. M

    Interactive brokers vs Saxo bank

    Thanks for the note. I signed up last night and send them my Id's etc. It seems like hard work to actually find an email for them on the website. I guess cheap fees has to cut into customer service. Having said that the cost seems okay. Saxo have 100 dollar per 6 month inactivity fee. That's...
  15. M

    Interactive brokers vs Saxo bank

    Thanks for response, and advise. Matter if interest .....why deal with Saxo if they were expensive? Customer service is nice I'm sure. Can you hold a euro account with IB? Or USA dollars only? Brian
  16. M

    Interactive brokers vs Saxo bank

    Hello, I'm looking to evaluate these two brokers for security and fees. Saxo were originally recommended on forums but they've recently introduced new fees. Anyone any recommendation on these for someone looking for a cheap execution service to buy 10k annually (3 trades) of ETF and shares...
  17. M

    ETF advice

    Thank you very much for the advice. I actually had my notifications turned off and didn't think anyone replied so excuse the repeated post. Agree in terms of blocks of 5k. Will look to reduce commodities to 10%. Might pop 2 x 5k in ETF's eg european and world mix. Will also look to diversify...
  18. M

    ETF advice

    Hello, I've spent days reading about the ETF vs. regular save life cover debate. Maybe someone really nice could help? Basically I'm 35, married, one child and debt free. Looking at investing circa €1,500 per month in a medium risk savings product with a 5-10 year horizon. I initially looked...
  19. M

    Life company regular saver vs ETF

    Thanks Steven. Are there any other options out there you might recommend e.g. Davy select?
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