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Where Taxpayers and Advisers Meet

Inheritance

Suzoc
Posts:2
Joined:Mon Feb 10, 2025 9:26 pm
Inheritance

Postby Suzoc » Sat Feb 15, 2025 5:49 pm

My husband, who was born in England and has lived here all his life is due to receive inheritance from his late mother who lived in Ireland. Probate has been completed but monies not yet transferred to my husband. Irish solicitor states that he needs proof from an accountant or tax adviser that he will not be due to pay tax on the benefits due to him. My husband is not self-employed; he is employed and therefore does not have an accountant or tax adviser. We contacted an independent accountant who informed us that she, nor any accountant would have access to this information and she has no idea who would be able to provide this proof.
We are at a loss as to who to contact.
I also queried with the solicitor that until we know how much is due to him, this would be difficult to arrange; she agreed.
Can anyone help please?

pawncob
Posts:5190
Joined:Wed Aug 06, 2008 4:06 pm
Location:West Sussex

Re: Inheritance

Postby pawncob » Sat Feb 15, 2025 6:42 pm

Ask the solicitor why he thinks any tax would be due in the UK.
With a pinch of salt take what I say, but don't exceed your RDA

strawn
Posts:102
Joined:Fri Jun 01, 2012 10:11 am

Re: Inheritance

Postby strawn » Sat Feb 15, 2025 8:41 pm

My memory is that The Republic of Ireland has an Accessions Tax such that people who receive an inheritance are liable for tax on it.

Whereas what the UK miscalls an Inheritance Tax is in fact an Estate Tax i.e. it is the estate of the deceased that pays any tax.

Perhaps the Irish solicitor is interpreting the expression "Inheritance Tax" literally as bearing some resemblance to the Irish Accessions Tax.


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