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Hi Alan, Deceased client had large amount of funds in bank account in sole name but put account into joint names with another person about a year before date of death. Am I right in thinking that, if the second person had no transactions into/out of the bank account up to the date of death for their own use, then date of death will be valuation date for the full amount in the account, rather than half at date of appointing second account holder and half at date of death. Can you give me statutory reference/Revenue guidance on this please as I think it exists but can't find it. Thanks David

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Asked on 9 December 2015 11:01 am
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