Deceased Estate Tax & Revenue Clearance Services
We assist executors and families in managing the tax affairs of a deceased individual, ensuring all income tax returns are brought up to date and any outstanding liabilities are dealt with correctly.
We also prepare and file all necessary estate tax returns, including income arising or property disposals during the administration period, ensuring full compliance with Revenue requirements.
Our team supports executors through the Revenue Due Diligence Questionnaire and clearance application process, working closely with solicitors to ensure the estate can be finalised efficiently.
We also assist beneficiaries with their Capital Acquisitions Tax (CAT) returns (IT38), ensuring all filings are completed accurately and on time.
Key Benefits for Executors and Families
We provide clear, professional support to ensure all estate tax obligations are managed correctly, from initial filings through to Revenue clearance.
Executor Support
Guidance for executors in managing tax responsibilities, including completing the Revenue Due Diligence Questionnaire and understanding their obligations.
Revenue Relations
We liaise directly with Revenue on all estate matters, including handling queries and managing the clearance application process.
Accurate Filings
Preparation and filing of all required returns, including final income tax returns for the deceased and estate tax returns for property disposals during administration.
Beneficiary Clarity
We assist beneficiaries with Capital Acquisitions Tax (CAT) returns (IT38), ensuring all obligations are met clearly and on time.
Our Approach
Information Gathering
We begin by gathering all financial and tax documentation to get a clear picture of the deceased's affairs.
Preparing & Filing Returns
Our team prepares and files the necessary income tax returns for both the deceased and the estate, ensuring all filings are up to date.
Revenue & Compliance
We manage Revenue due diligence questionnaires and manage clearance applications, providing clear guidance through technical processes.
Professional Collaboration
We work seamlessly alongside your solicitor to ensure a coordinated process that covers both the legal and fiscal requirements of the estate.