Tax Return And Self Assessment For The Year 2015 (Page 17 of 36) in pdf

Tax Return And Self Assessment For The Year 2015 Page 17

ANY PANEL(S) OR SECTION(S) THAT DO NOT REQUIRE AN ENTRY SHOULD BE LEFT BLANK.

2015120

Spouse or

PPS Number

Self

Civil Partner

317. Foreign Bank Accounts (S. 895) Give the following details for each foreign bank account opened in 2015 of which you or

your spouse or civil partner were the beneficial owner of the deposits held

(a) Name & address of deposit holder (bank, etc.),

include Eircode (if known)

(b) Date account was opened (DD/MM/YYYY)

(d) Name & address of intermediary through whom

account was opened, include Eircode (if known)

Foreign Life Policies/Offshore Funds/Other Offshore Products

[318 - 320]

318. Foreign Life Policies (S. 730H, 730I, 730J, 730K). Give the following details in respect of any policy from any Member State

of the EU or EEA, or from a Member State of the OECD with which Ireland has a Double Taxation Agreement

(a) Payment taxable at 41% (S. 730J(a)(i)(ll))

(b) Payment (personal portfolio) taxable at 60%

(S. 730J(a)(i)(I))

(S. 730K(1)(a)(i))

(d) Gain taxable at 41% (S. 730K(1)(a)(ii))

And in respect of any such policy issued in 2015 give the following additional details:

(e) Name & address of person who commenced the

foreign life policy, include Eircode (if known)

(f) Terms of the policy

(g) Annual premiums payable

(h) Name & address of the person through whom the

foreign life policy was acquired, include Eircode (if known)

319. Offshore Funds (Part 27 Ch 4). Give the following details in respect of any material interest in 'regulated offshore fund(s)'

(those coming within S. 747B(2A)) in the EU or EEA, or in a Member State of the OECD with which Ireland has a Double

Taxation Agreement

(a) Payment taxable at 41%

(S. 747D(a)(i)(ll))

(b) Payment (personal portfolio) taxable at 60%

(S. 747D(a)(i)(I))

(S. 747E(1)(b)(ii))

(d) Gain (personal portfolio) taxable at 60%

(S. 747E(1)(b)(i)(l))

And in respect of any such material interest acquired in 2015 give the following additional details:

(e) Name & address of offshore fund(s)

(f) Date material interest was acquired (DD/MM/YYYY)

(g) Amount of capital invested in acquiring

the material interest

(h) Name & address of intermediary (if any) through whom the

material interest was acquired, include Eircode (if known)

PAGE 17

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Tax Return And Self Assessment For The Year 2015 Page 17

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