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1. Title and Opening Statement: Identifies the document as a Gift Affidavit and includes the standard affidavit opening 'I/We [name(s)] of [address(es)] make oath and say as follows:'
2. Donor Details: Full legal name, address, and occupation of the person(s) making the gift
3. Recipient Details: Full legal name, address, and relationship to donor of the person(s) receiving the gift
4. Gift Description: Detailed description of the gift including value, nature of the property/assets, and date of transfer
5. Declaration of Ownership: Statement confirming the donor's legal ownership and right to transfer the gifted property/assets
6. Voluntary Transfer Declaration: Statement confirming the gift is made freely and voluntarily, without any coercion or undue influence
7. No Consideration Declaration: Statement confirming no payment or consideration has been or will be received for the gift
8. Tax Awareness Statement: Acknowledgment of understanding regarding tax implications and responsibilities
9. Execution Block: Space for swearing/affirming the affidavit before an authorized person, with date and signatures
1. Capacity Declaration: Additional declaration confirming the donor's mental capacity and understanding - used when the donor is elderly or there might be questions about capacity
2. Prior Gifts Declaration: Statement detailing any previous gifts made to the recipient - used when relevant for tax purposes or when required by tax authorities
3. Residency Declaration: Statement confirming tax residency status of both parties - used when either party is not resident in Ireland or when dealing with substantial gifts
4. Marriage/Civil Partnership Statement: Declaration regarding marital status and any relevant matrimonial property rights - used when the gift might affect matrimonial property
5. Future Interests Declaration: Statement regarding any retained interests or future claims - used when donor retains any interest in the gifted property
1. Schedule A - Asset Description: Detailed inventory and description of gifted assets when the gift consists of multiple items or complex property
2. Schedule B - Valuation Evidence: Professional valuations or supporting documentation for the stated value of the gift
3. Schedule C - Supporting Documents: Copies of relevant ownership documents, tax clearance certificates, or other supporting documentation
4. Appendix 1 - Previous Gifts Record: Record of any previous gifts between the parties, relevant for tax purposes
5. Appendix 2 - Photographs: Photographic evidence of physical gifts or property, where applicable
Property Description
Ownership Confirmation
Voluntary Transfer
No Consideration
Capacity Declaration
Tax Acknowledgment
Prior Gifts
Relationship Declaration
Asset Valuation
Transfer Timing
Residency Status
Legal Title
Beneficial Ownership
Third Party Rights
Small Gift Exemption
Group Threshold
Matrimonial Status
Financial Advice
Execution and Witnessing
Legal Services
Financial Services
Real Estate
Private Banking
Wealth Management
Tax Advisory
Non-Profit/Charitable Organizations
Education (for endowments/gifts)
Family Business
Professional Services
Legal
Tax Advisory
Wealth Management
Compliance
Private Client Services
Estate Planning
Corporate Secretariat
Philanthropy Services
Risk Management
Financial Planning
Tax Advisor
Estate Planning Attorney
Private Wealth Manager
Legal Counsel
Probate Lawyer
Financial Advisor
Trust Officer
Compliance Officer
Property Lawyer
Commissioner for Oaths
Notary Public
Family Office Manager
Philanthropic Advisor
Corporate Secretary
Gift Planning Officer
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