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At Zurich, our in-house experts are committed to keeping you informed with regular commentary on the latest investment news and market updates. Read the full Zurich investment news update here - https://t.co/hw5ylz2YRm #ZurichInvestments #InvestorNews #Markets

Thanks for joining our Zurich Technical Services Team as we wrap up commentary on #Budget2026

There is to be a reduction in tax on Irish domiciled funds and life assurance policies from 41% to 38%, but it will still remain higher than the 33% capital gains tax rate that applies to direct investments from stocks to property. #Budget26

The minister said that he expects approx 750,000 employees will be included in Auto-Enrolment. #Budget26

Minister Chambers confirmed that the national auto-enrolment scheme (My Future Fund) will launch as planned in January 2026, mandating enrolment for employees aged 23–60 earning over €20,000 not already in an employer pension plan. #Budget26

The State Pension (Contributory) Personal Rate will increase by €10 per week for 2026 from €289.30pw to €299.30pw (provided at least 2080 full rate contributions in order to obtain the maximum rate of State Pension (Contributory) being awarded at State Pension Age). #Budget26

An increase of €10 per week to the State pension, Jobseeker's benefit and disability benefit has been confirmed. There will be double welfare payments at Christmas, excluding Child Benefit. #Budget26

A roadmap will be published in early 2026 to encourage households to save and invest, taking into account European Commission proposals for the introduction of tax-efficient investment accounts. #Budget26

“This increase will ensure that full-time workers on the minimum wage will remain outside of the top rate of USC, while also giving a modest benefit to all workers whose income is above that amount,” he says. #Budget26

As of 1st January 2026, the national minimum wage will increase by 65c to €14.15 per hour. The ceiling for the 2% rate band will increase to €28,700.

Finance Minister Paschal Donohoe has said Budget 2026 will “invest in our future”. 63,500 jobs are expected to be added by end of the year, inflation is expected to remain at around 2% next year and the Irish economy is forecast to grow by 3.3% this year and by 2.3% next year.

This change allows those who defer their pension claim to pay PRSI for longer, potentially increasing their future pension amount. #TaxRelief #Budget26

There are no current discussions to reverse PRSI exemption phase-out above age 66; rather, the policy change from Jan 1 '24, has already been implemented, making individuals born on or after Jan 1 1958, liable for PRSI up to age 70 or the age they claim State Pension Contributory

Personal tax changes: Tax bands are likely to remain unchanged for 2026. Main USC rates unchanged, but ceiling for 2% USC rate could increase by €1,000 to €28,382.

SFT path: €2.2m for 2026, €2.4m for 2027, €2.6m for 2028, and €2.8m for 2029 No changes expected to marginal tax relief, Age Related Contribution Limits and Earnings Cap for Tax Relief purposes (€115,000) #PrivatePension #TaxRelief #Budget26

SFT (Standard Fund Threshold) set to rise by €200k per year from 2026–2029 taking the SFT from its current amount of €2m and reaching €2.8m in 2029.

State Retirement age remains at 66 for now (but option to defer State Pension Contributory between ages 66 and 70, potentially increasing the payment amount). #Budget26

Faced with an aging population and rising state pension costs, legislation for larger increases is already provided for (0.15% in both 2026 and 2027 and 0.2% in 2028).