Aller au contenu principal

My Gross Pay in the last Tax Year  
Amount I want to Invest  
  Level Company Matching Total
Matching @ 100%
Matching @ 50%
Matching @ 25%
No Matching  
Your company will add a total of    
Total Investment    

For this illustration, the starting share price is  
You have the opportunity to buy units at a 20% discount  

Estimated Share Price on Maturity (1st May 2028)  

Assumed number of units bought with dividends during 5 years
(not guranteed but based on historic data)
 
Estimated number of units at the end of 5 years  

Tax Rate  
Share Price at End  
Units at End  
Unit Value at End  

Estimated Liability at Start (2024)

Investment value at subscription  
Your subscription amount  
Difference between investment and overall subscription  
50% of difference (Taxable amount for Income Tax, USC & PRSI):  
   
   
   
Approximate Total Liability (payable by you at start)  

Estimated Liability at End (2028)

Value at end of holding period  
Less your subscription amount  
Less amount subject to deductions at start  
Less dividends received *share price at the start used for dividend value
Chargeable gain  
Less annual exemption  
Taxable gain  
Capital Gains Tax @ 33% *this would be the liability at the end

Estimated Net Result

Value at end of holding period  
Subscription Amount  
Less liability at start  
Less liability at end  
   



Back to top