Ireland ETF Portfolio Liquidation & Exit Tax Advisory
Pain Points (Public)
Retail platforms like Revolut frequently disallow broker-to-broker in-specie transfers, forcing account-closers to sell entire holdings and face Ireland's complex 41% Exit Tax and deemed disposal calculations across multiple ETF positions without integrated fiscal reporting.
Suggested Approach (Public)
Deliver portfolio liquidation modeling and reconciliation to determine historical cost bases, segment UCITS vs. non-UCITS liabilities, and generate audit-ready schedules for filing with the Irish Revenue Commissioners via ROS Form 11 or Form 12.
Metrics (Public)
Statistics window：Weekly 2026-09-23 – 2026-09-29
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Public Demand Evidence · 2 task(s)
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