Assistance with Liquidating ETFs and Stocks on Revolut (Ireland-Based)

€100-150 EUR

Open

Posted 6 days ago

•

Ends in 15 hours

€100-150 EUR

Paid on delivery

I am looking for a financial advisor or consultant experienced with ETF and stock liquidation in Ireland. I'm in the process of closing my Revolut account and need guidance to liquidate 3 ETFs and 11 stocks held in the account. The scope involves understanding Liquidation procedures, Irish tax compliance, and ensuring all processes align with local regulations. Familiarity with the Irish tax system, specifically regarding capital gains/taxes on ETF liquidation, would be essential.

Software Architecture

Local Job

Project ID: 40738466

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5 proposals

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Active 6 days ago

Location: Ireland

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5 freelancers are bidding on average €148 EUR for this job

@usmanbashir12100

Hi, I’d review each holding’s domicile and acquisition history, distinguish ETF taxation from share CGT treatment, calculate disposal implications, and prepare a compliant liquidation and reporting plan for Ireland. A few questions: What are the ticker symbols, ISINs, and domiciles of the three ETFs? Do you have Revolut statements showing acquisition dates, costs, dividends, fees, and previous disposals? Have you already incurred any capital gains or losses elsewhere during the current Irish tax year? Best regards, Muhammad Usman

€220 EUR in 4 days

4.8

(27 reviews)

5.9

@mobasherreza10

Hi there, Having an in-depth understanding of liquidation procedures, tax compliance, and local regulations is not only part-and-parcel of my expertise but also a crucial aspect of my work. Navigating the Irish tax system and comprehension of capital gains/taxes on ETF liquidation aligns perfectly with my repertoire of skills., Additionally, my extensive experience in software development and data management can further assist us throughout this process. Drawing from my proficiency with Intuit QuickBooks and Software Architecture, I can help streamline and automate your liquidation process while maintaining utmost transparency regarding your Revolut account., In conclusion, partnering with me ensures you get a comprehensive service – combining financial expertise with tech-driven solutions. My adherence to deadlines (96% on-time delivery) further assures that your Revolut account closure will be handled efficiently within time constraints. Let's work together to make your ETF and stock liquidation process a breeze! Best regards, Mobasher Reza

€102 EUR in 3 days