Life Events

Inheritance Action Plan

You've inherited a property. There are tax deadlines, legal steps, and decisions to make. This guide handles the complexity so you can focus on what matters.

✓ Instant download ✓ 14-day money-back guarantee ✓ Every figure verified as of March 2026
€59
Instant download. 25+ page PDF + 3-tab Google Sheets.
Get the Action Plan €59

There's a lot to deal with right now, and property admin shouldn't add to that weight. This guide puts every deadline, every tax threshold, and every decision into a clear sequence so you can work through it at your own pace.

It doesn't rush you. It doesn't assume you know the system. It just gives you the steps, in order, with the numbers you need to make good decisions.

What's Inside

30-Day Action Timeline

Day-by-day plan with contacts and action items. What to do first, what can wait, and what has a deadline.

CAT Calculator

Google Sheets: Group A, B, and C thresholds. Aggregation rule. Lifetime tracking. Enter the property value and see your liability clearly.

Dwelling House Relief Checker

Flowchart to check if you qualify for this valuable exemption. The conditions are specific, and getting it wrong is costly.

Keep vs Rent vs Sell Model

Google Sheets: 5-year and 10-year financial comparison for all three options. See the real numbers for your situation.

Probate Process Guide

Timeline, costs, what to expect. Valuation guide, joint ownership scenarios, and intestacy rules explained plainly.

Property Valuation for Probate

When to get 2 valuations, what Revenue accepts, and how to challenge a Revenue valuation if needed.

Vacant Property Considerations

Insurance for an empty inherited house, security, council charges, vacant property tax, and the derelict sites levy.

Template Letters & Revenue Filing

8 template letters for solicitors, banks, utilities, and Revenue. IT38 filing guide with deadline warnings.

Start Here
CAT Calculator
Keep / Rent / Sell
3 tabs · Pre-filled with worked example (3-bed terrace in Glasnevin, valued at €475,000, Group A inheritance) · 5-year and 10-year comparison models
Get the Action Plan €59

Does the property need energy work?

If the inherited property has a low BER rating or needs energy upgrades, the Energy Upgrade Starter Pack (€29) covers every 2026 SEAI grant and helps you prioritise the most cost-effective improvements.

Energy Upgrade Starter Pack (€29)

Frequently Asked Questions

Is this sensitive to the emotional situation?
Yes. The guide opens with an acknowledgement of what you're going through and includes support resources (bereavement counselling, Citizens Information). The tone is warm and practical throughout.
I don't know anything about inheritance tax. Will this make sense?
That's exactly who it's for. Every term is explained. The CAT calculator does the maths for you. The 30-day timeline tells you what to do first.
What if I'm also going through a separation?
The guide includes a 'Fresh Start' cross-reference. If you've inherited property and are also separated or divorced, you may qualify as a first-time buyer for your next purchase. The guide explains how.
Does it cover the Vacant Property Refurbishment Grant?
Yes. If the inherited property is vacant or derelict, there's up to €70,000 available. The guide explains eligibility and links to the full application process.
What format is it?
25+ page PDF guide (prints cleanly on A4) plus a 3-tab Google Sheets workbook with the CAT Calculator, Keep/Rent/Sell Model, and a Financial Summary.
What's your refund policy?
14-day money-back guarantee, no questions asked. Email hello@irishpropertyguide.ie.

The Inheritance Action Plan is included in the Complete Irish Property Toolkit (€249), which gives you all 9 property products. Already bought this guide? Check your purchase email for your upgrade discount.

View the Complete Property Toolkit (€249)

One clear plan for a complicated time

30-day timeline. CAT calculator. Every deadline and decision covered. Work through it at your own pace.

Get the Action Plan €59

14-day money-back guarantee · Instant download