Naoise Ó Muirí (Dublin Bay North, Fine Gael)
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266. To ask the Minister for Finance the progress of the work programme developed to examine the recommendations of the Funds Sector 2030 review, in particular, the scope to further unlock retail investment; and if he will make a statement on the matter. [6093/25]

Paschal Donohoe (Dublin Central, Fine Gael)
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'Funds Sector 2030: A Framework for Open, Resilient & Developing Markets’ has been a wide-ranging review of the funds and asset management sector.  The report was published on 22 October 2024. 

The report made forty-two recommendations in total, including eight recommendations on the topic of retail investment. These include recommendations to better align the tax on investment funds and life assurance products with that of direct equities by removing deemed disposal and aligning the rate of tax to 33%. 

The Programme for Government has committed to progress and publish an implementation plan for consideration in Budget 2026 taking into consideration the Funds Review recommendations to unlock retail investment and opportunities to grow this sector in Ireland.  Work on delivering on this commitment has already begun.