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Fair Deal Scheme - Joint account

  • 14-02-2024 4:11pm
    Registered Users Posts: 35

    Quick question re: Fair Deal Scheme guys

    If an elderly relatives savings are held in a joint account with one of their adult children can these 'assets' be liable for the 7.5% 'tax'?



  • Registered Users Posts: 30 Upthewalls1

    I am bumping this question up as I have the same question in case anyone knows. I wonder did you ever find this out op?

  • Registered Users Posts: 190 ✭✭StormForce13

    Of course they can; the HSE wasn't born yesterday!

    And bear in mind that, in the unlikely event that the elderly relative doesn't actually own all of the funds in the joint account, then they will need to prove it to the satisfaction of the HSE.