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LegacyADAM SMITHCardBequest Advice Instructions to Professional Advisers To enable bequest registration, professional advisers are asked to carry out the following: 1. Complete Bequest Information

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What is bequest advice?

Bequest advice is a form that needs to be filed with relevant tax authorities to report details of an inheritance or gift received from a deceased person.

Who is required to file bequest advice?

Any individual who has received an inheritance or gift from a deceased person is required to file bequest advice.

How to fill out bequest advice?

Bequest advice can be filled out by providing details such as the name of the deceased, the date of inheritance or gift, the value of the inheritance or gift, and any other relevant information requested by the tax authorities.

What is the purpose of bequest advice?

The purpose of bequest advice is to ensure that any inheritance or gift received is properly reported to the tax authorities and any applicable taxes are paid.

What information must be reported on bequest advice?

Information such as the name of the deceased, the date of inheritance or gift, the value of the inheritance or gift, and any other relevant details requested by the tax authorities must be reported on bequest advice.

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