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My client invested in an MMPI Escalator Plan Series 15 €90,000 and received a gain of €34,776 on the investment. Notes on the fund state the fund gains are subject to CGT but exempt from taxation in the case of pension and Post Retirement Investors. My client is 71 years of age. Is she exempt from CGT on the gain.

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Asked on 9 October 2019 2:07 pm
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