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.
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.
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
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 (€39)What Buyers Are Saying
Going through this after losing my father was difficult, but the guide handled it with real sensitivity. It laid out everything step by step — probate, CAT thresholds, the dwelling house exemption. Took so much stress out of the process.
The CAT calculator and the section on equalising an estate between siblings was exactly what our family needed. We avoided a costly disagreement by seeing the numbers clearly.
I didn't even know the dwelling house exemption existed until I read this. It saved my family over €30,000 in inheritance tax. Worth every cent and written with genuine care.
One clear plan for a complicated time
30-day timeline. CAT calculator. Every deadline and decision covered. Work through it at your own pace.
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