Format

This course was delivered via Zoom on Thursday 12 March 2026  from 9.30am to 1.30pm .

Booking Information:

Once you have booked your course, the link to the recording will be available in your "My Account" area.

Access to the course is granted for 180 days from the date of purchase.

Online courses cannot be booked on behalf of someone else. Access is only granted to the individual completing the order.

Who should attend

This course is suitable for accountants and other tax professionals at all stages of their career. It is suitable for advisors and professionals who work in business

Course overview

• Investment Tax Update — Finance Act changes and what they mean for funds 
• Restructuring, TaxSmart — Reorganisations, mergers and capital reductions 
• CrossBorder Estates — Coordinating Irish and UK rules for NI clients
• The Hegarty decision and the implications for Anti-avoidance
• Policy Briefing: Pillar Two & Ireland’s Tax Landscape 

 The conference will be moderated by Gearóid O’Sullivan, Chartered Accountants Ireland

Key Learning Outcomes

Have a good understanding of the topics to be discussed at the conference (see Course overview)

Speaker Bios

Gearóid O'Sullivan
Gearóid is the Institute's Tax Leader and is responsible for driving tax policy within the Institute

David Shanahan, Department of Finance
David Shanahan is an Assistant Principal in the Department of Finance’s International Tax Policy Unit. David is a Chartered Tax Advisor and worked in practice for five years before joining the Department in 2021.Since then, he has worked on a variety of international tax files and represented Ireland at key multilateral organisations, with a particular focus on the OECD and the negotiation of the ‘two-pillared solution’.David holds a BA in Economics, Politics & Law from DCU and an MSC in International Law and Business from UCD.

Caitriona Coady, Goodbody
Catriona Coady is Head of Tax within Wealth Management in Goodbody and is responsible for assisting clients in developing and implementing their strategic financial planning, tax and investment goals. She is adept in advising on investment and tax solutions covering succession and retirement planning. Prior to working for Goodbody, she spent over 20 years working with big 4 firms providing tax advice to international and domestic clients. Catriona is a CTA, TEP, CFP and a STEP Ireland Committee member. She is a regular contributor to media on tax and financial planning related matters.

Gearalt O’Neill, Circulo

Ciaran Ramsey, Senior Counsel, Member of the Inner Bar

Ciaran has specialised for 30 years in the area of tax litigation and advice. He trained and worked with Arthur Andersen and KPMG, Chartered Accountants, for 7 years and subsequently worked with McCann FitzGerald, Solicitors, for 4 years, including as a tax partner. Since then, Ciaran has been practising at the Bar for over 21 years, including the last 13 years as a Senior Counsel. Ciaran was the inaugural Chair of the Tax Bar Association from 2022-2024.

Patrick Duggan, UK Transactions and Advisory Tax Director at EY Northern Ireland

Patrick Duggan is a fellow member of Chartered Accountants Ireland and sits as a member of the Northern Ireland Tax Committee for CAI. Patrick is also a fellow member of the UK Chartered Institute of Taxation. Currently, Patrick serves as a UK Transactions and Advisory Tax Director at EY Northern Ireland, bringing over 26 years of experience advising businesses and their owners on a wide variety of UK and international tax matters. Patrick's specialist areas include business and shareholder tax advisory services, international tax advisory, buy and sell side transactional and tax structuring services, as well as group restructuring and rationalisation projects.

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930