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Money matters after a death

Overview Document Money matters after a death When someone close to you dies there are many things that have to be decided and done at a time of considerable stress. Overview of issues such as social welfare entitlements, tax and other money matters that may need to be addressed.

Access to money after a death
It is not easy to get immediate access to a deceased person's money in Ireland unless it is in a joint account. Find out more here.

Financial assistance following a bereavement
Supports are available in Ireland to help families following a bereavement. Describes certain once-off Health Service Executive (HSE) Area and social welfare payments. Find out how to apply.

Benefits and entitlements following a death
An overview of the different social welfare benefits available when someone dies.
This document is in: Social Welfare > Social welfare payments > Death related benefits

Widow's, Widower's or Surviving Civil Partner’s (Non-Contributory) Pension
This document describes the Widow's, Widower's or Surviving Civil Partner’s Non-Contributory Pension which is payable to widowed people or surviving civil partners who do not qualify for a contributory pension and who pass a means test.
This document is in: Social Welfare > Social welfare payments > Death related benefits

Widow's, Widower's or Surviving Civil Partner's (Contributory) Pension
A Widow's, Widower's or Surviving Civil Partner's contributory pension and related social welfare benefits may be payable if either the deceased person or their spouse/civil partner has enough PRSI contributions.
This document is in: Social Welfare > Social welfare payments > Death related benefits

Guardian's payments
A guardian's payment or Orphan's Pension may be made to a person taking care of an orphan. In some cases it can be paid directly to the orphan.
This document is in: Social Welfare > Social welfare payments > Death related benefits

Death Benefits under the Occupational Injuries Scheme
Information about Death Benefits under the Occupational Injuries Scheme.
This document is in: Social Welfare > Social welfare payments > Death related benefits

Income tax credits and reliefs following a death
A brief summary of the tax treatment of unmarried and widowed people in the year of death. An outline of tax treatment of married couples in the year of death of one spouse is also included.
This document is in: Money and Tax > Tax > Income tax credits and reliefs

Capital Acquisitions Tax
If you receive a gift, you may have to pay Gift Tax on it. If you receive an inheritance following a death, it may be liable to Inheritance Tax. Both these taxes are types of Capital Acquisitions Tax.
This document is in: Money and Tax > Tax > Capital taxes

Language

Gaeilge

Contact Us

If you have a question relating to this topic you can contact the Citizens Information Phone Service on 0761 07 4000 (Monday to Friday, 9am to 8pm) or you can visit your local Citizens Information Centre.