Tax Year 2026

CAT Inheritance Report

Received a gift or inheritance? We calculate your liability with lifetime benefits aggregated, check every available relief, and guide you through the IT38 return.

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EUR 79

One-time payment. No subscription. Delivered by email as PDF.

  • Group threshold calculation (A / B / C)
  • Lifetime benefits aggregation
  • Dwelling house exemption check
  • Agricultural relief (90% reduction)
  • Business relief (90% reduction)
  • Small gift exemption planning
  • Valuation date rules
  • IT38 form guidance
  • Filing deadline reminder
Buy Now EUR 79

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Last ordered 6 hours ago · 14 reports generated this week
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See What's Inside

Sample Report Preview
Inheritance Value EUR 480,000
Prior Benefits (Group A) EUR 50,000
Lifetime Aggregate EUR 530,000
Group A Threshold EUR 400,000
CAT at 33% EUR 42,900

Actual report includes full breakdown, narrative explanation, action checklist, and Revenue form guidance.

What's Inside Your Report

Lifetime Aggregation

CAT thresholds are cumulative since 5 December 1991. We add all prior benefits in the same group to calculate your remaining threshold.

Dwelling House Exemption

If you inherit a home you have lived in for 3 years and have no other property, you may qualify for full exemption. We check all conditions.

Agricultural Relief

Qualifying agricultural property can be reduced by 90% for CAT purposes. We check if you meet the farmer test (80% of assets).

Small Gift Planning

The first EUR 3,000 from any individual in any year is exempt and does not count towards your lifetime threshold. We show how to maximise this.

How It Works

Three steps to your personalised report.

1

Pay

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2

Answer

Complete the questionnaire on the next page.

3

Receive

Your branded PDF arrives by email within minutes.

Who This Is For

Anyone who has received or expects to receive a gift or inheritance. The report is particularly important if prior benefits need to be aggregated (all gifts and inheritances from donors in the same group are cumulative over your lifetime), if dwelling house exemption may apply, or if agricultural or business relief could reduce the taxable value by 90%.

Lifetime Aggregation

The report accounts for all prior benefits you declare, calculates your remaining threshold, and shows exactly how much CAT is due on the current benefit. This prevents nasty surprises when Revenue cross-checks your IT38 return.

Related

"My father passed and left the family home. The report calculated the CAT liability, checked the dwelling house exemption conditions, and showed me exactly how to file the IT38. During a difficult time, it took one thing off my plate."
SM
Sarah Molloy
Beneficiary, Limerick

Frequently Asked Questions

Reports are typically delivered within minutes of submitting your questionnaire. You will receive a branded PDF by email.

Our reports are for informational and planning purposes. For complex situations, we recommend consulting a qualified tax advisor. Revenue.ie is the authoritative source for all Irish tax matters.

All reports use 2026 tax year rates and thresholds, verified against Revenue.ie. The tax tables version is shown on every report.

Buy Now EUR 79