Tax Effective Investment

There are a number of tax advantages for direct investors.

As tax rates increase, it is becoming increasingly important to use a platform or umbrella structure for private investments to ensure you are not exposed to excess tax.  An example (using 2015 tax rates) of not using such a structure (i.e. investing in separate funds) is enlightenting. 

If you invest in an 'umbrella' or 'platform' structure you are only liable to tax on the net growth.  In this example the tax would be reduced to €10,250.  Beacon Trust is such an 'umbrella' structure.

Note: This is not an issue for pension funds, as no tax applies to capital gains or income earned by pension plans.