Module
Quick Reference and Compliance Toolkit
2026-27 quick-reference tables, how to verify a figure, checklists and official sources.
Educational material, not professional, tax or legal advice. Figures reflect Irish law as understood when written — check Revenue.ie or a qualified adviser before acting. Not affiliated with or endorsed by any professional body.
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- 01Quick reference: 2026 income tax
- 02Quick reference: USC, CGT and CAT
- 03Quick reference: Budget 2027 proposals
- 04Quick reference: pensions and retirement
- 05Quick reference: mortgage and credit union limits
- 06Before you quote a tax number
- 07Verification: which date matters
- 08Verification: using the right authority
- 09Verification: applying the rule to the client
- 10What to refresh during 2027
- 11Checklist: retail advice and client protection
- 12Checklist: pensions and investments
- 13Checklist: mortgages and credit
- 14Checklist: credit union board assurance
- 15What changed since 2023: economy to general insurance
- 16What changed since 2023: health insurance to credit unions
- 17Official sources: Central Bank and Revenue
- 18Official sources: government, statistics and other bodies
- 19Congratulations on completing the module