Finance & Irish taxes
Investment return after fees, tax and inflation Calculator
Translate a gross investment return into a one-year purchasing-power result. This free investment return after fees, tax and inflation calculator shows the calculation and its assumptions so you can compare your own figures.
Your results
Translate a gross investment return into a one-year purchasing-power result.
Calculated outcomes
- Tax Charge
- €195.69
- Nominal Net Return Percent
- 3.9731%
- Real Ending Value
- €10,143.72
Assumptions and estimates
- A one-year generic scenario: fee applied to value after return, tax applied only to positive net gain. Enter the tax treatment applicable to your investment; exemptions, loss relief and Irish fund deemed disposal are not modelled.
- Method: Apply fee after gross return, tax positive net gains, then divide by the inflation factor.
- Enter applicable tax assumptions yourself. Reliefs, deemed disposal, loss relief and timing are excluded.
Useful next steps
- Use Compare options to test an alternative side by side.
- Copy, print or download a record of this calculation when you need one.
Reports open your email app addressed to s@s1.ie with the public page address only. Your inputs are never added.
How the investment return after fees, tax and inflation calculation works
Apply fee after gross return, tax positive net gains, then divide by the inflation factor.
Enter applicable tax assumptions yourself. Reliefs, deemed disposal, loss relief and timing are excluded.
Using this calculator
- Enter your own figures in the labelled inputs. Keep the currencies, units and time periods consistent.
- Choose any applicable rate profile, pattern or assumption shown for this tool. Open additional inputs when relevant.
- Review real return percent and ending value, then read the stated assumptions and eligibility conditions before using the result.
Worked example
This is a static example using illustrative inputs, not facts about you or today’s date. The displayed eligibility selections and assumptions apply only to this example.
See example inputs
- Starting investment (€)
- 10000
- Gross one-year return (%)
- 7
- Fee on ending gross value (%)
- 1
- Tax on positive net gain (%)
- 33
- One-year inflation (%)
- 2.5
- Real Return Percent
- 1.4372%
- Ending Value
- €10,397.31