Ireland Finance Glossary

Every abbreviation you've nodded along to without actually knowing. Plain English, no jargon.

Income Tax

PAYE

Pay As You Earn

Ireland's income tax system. Tax is deducted from your salary each pay period before you receive it. Rates: 20% on income up to €44,000, 40% above. Your employer pays Revenue directly.

USC

Universal Social Charge

A separate tax on gross income (before pension deductions). Bands: 0.5%, 2%, 3%, 8%. Introduced in 2011 and still very much here. Earners under €13,000 are exempt.

PRSI

Pay Related Social Insurance

Your social insurance contribution (4.35% in 2026 for Class A). Funds the state pension, jobseeker's benefit, maternity pay, and more. Your employer also pays 11.05% on top of your salary.

BIK

Benefit In Kind

Non-cash perks your employer gives you — health insurance, a company car, gym membership. Revenue treats these as income, so you're taxed on their value. Can significantly increase your effective tax rate.

TAX CREDIT

Tax Credit vs Tax Relief

Credit: reduces your tax bill euro-for-euro (better). Relief: reduces your taxable income (so the saving depends on your tax rate). A €1,000 credit saves you €1,000. A €1,000 relief at 40% saves you €400.

MARGINAL RATE

Marginal Tax Rate

The tax rate on your next euro earned. If you're on the higher rate, your marginal rate on extra income is roughly 52% (40% PAYE + 8% USC + 4% PRSI). This matters for overtime, bonuses, and pension decisions.

EFFECTIVE RATE

Effective Tax Rate

The average rate you actually pay across all your income — not the top rate. On €60,000 your effective rate might be ~32%, even though some income is taxed at 40%. Always lower than your marginal rate.

EIC

Earned Income Credit

The self-employed equivalent of the Employee Tax Credit. Worth €2,000 in 2026. If you're PAYE you get the Employee Credit automatically. If you're self-employed you claim EIC instead.

Property & Mortgages

LTV

Loan to Value Ratio

The mortgage as a percentage of the property value. 90% LTV = 10% deposit. Central Bank rules cap first-time buyers at 90% LTV (max 3.5× income). Lower LTV = better rates. Under 80% unlocks the best deals.

HTB

Help to Buy Scheme

A government scheme giving first-time buyers a refund of income tax paid over the previous 4 years (up to €30,000) towards the deposit on a new-build. Only applies to new builds under €500,000.

STAMP DUTY

Stamp Duty

A tax paid when you buy a property. Residential: 1% on the first €1 million, 2% above. Payable in full at closing — it's on top of your deposit, so budget for it separately.

STRESS TEST

Mortgage Stress Test

Lenders must check you can afford repayments at a higher rate (typically your offered rate + 2%). If you can't pass the stress test, you can't get the mortgage — regardless of your current income.

TRS

Tax Relief at Source

How Revenue applies certain reliefs (like medical expenses or pension contributions) — the relief is applied directly to the source rather than via a tax return. Makes it seamless for employees.

AHB

Approved Housing Body

Non-profit organisations that provide social and affordable housing. You apply through your local council. Rents are set below market rate, usually linked to income. Separate waitlist from council housing.

Pensions & Investments

PRSA

Personal Retirement Savings Account

A flexible, portable pension product. Works whether you're employed, self-employed, or between jobs. Contributions get income tax relief at your marginal rate — one of the most tax-efficient ways to save in Ireland.

AVC

Additional Voluntary Contributions

Extra pension contributions on top of whatever your employer scheme requires. All AVCs get full marginal rate tax relief. If you're a 40% taxpayer, a €1,000 AVC costs you just €600 net. Very efficient.

ARF

Approved Retirement Fund

A post-retirement investment fund where you keep your pension pot invested and draw it down as needed. Alternative to buying an annuity. You must withdraw at least 4% per year (5% over €2M). Income is taxed as normal.

DIRT

Deposit Interest Retention Tax

Tax on interest earned from bank deposits. Currently 33%. Deducted automatically by your bank before they credit interest to your account. First-time buyers can claim DIRT back on savings used as a deposit.

CGT

Capital Gains Tax

33% tax on profits from selling assets (shares, property, crypto). You get a €1,270 annual exemption per person. Your main home is exempt. Losses can offset gains. Must file and pay by 15 December.

CAT

Capital Acquisitions Tax

33% tax on inheritances and gifts above certain thresholds. Group A (parent → child): €400,000 tax-free. Group B (other relatives): €40,000. Group C (others): €20,000. Thresholds apply cumulatively over a lifetime.

ETF / DEEMED DISPOSAL

ETF Taxation in Ireland

Irish ETFs are taxed at 41% (not the 33% CGT rate). Worse: after 8 years Revenue "deems" you to have sold and rebought, taxing unrealised gains. This "exit tax" is unique to Ireland and makes long-term ETF investing expensive here.

PENSION LIMITS

Pension Contribution Limits

Maximum pension contribution getting tax relief: 15–40% of income (rises with age). Under 30: 15%. Age 30–39: 20%. 40–49: 25%. 50–54: 30%. 55–59: 35%. 60+: 40%. Income cap: €115,000.