Inheritance Tax Reference

OPG102 - Deputy report form - Property and financial decisions

Bequests, eg, inheritance, gifts received Income from investments, dividends or property rental Personal pensions (total) Refunds Salary or wages (after tax) State Pension Compensation or damages awards Sale of investments, property or assets (total) Transfers in from client’s other accounts Other money paid in and not listed above (total)

  Inheritance

Part 27-01a-02 - Investment Undertakings - Revenue

accordingly and taxed, with credit given for the tax withheld by the fund. This Tax and Duty Manual (TDM) provides general guidelines for fund administrators in relation to — the calculation of tax due on income and gains from investments in a domestic investment undertaking; and the completion of prescribed Declaration Forms.