Capital Acquisitions Tax is charged at 33% on inheritances above the relevant threshold. The Group A threshold — gifts or inheritances from parent to child — is currently €400,000. Beyond that threshold, every euro is taxed at 33%. For families with property, investments, pension funds, and life assurance, this liability can run to six figures or more. It is entirely foreseeable. And with the right planning — applied early enough — it is often significantly reducible. PPFS provides a full CAT exposure analysis and advises on the range of strategies available to reduce the tax your family will face.
“Do you know the approximate inheritance tax liability your estate would generate today?”
