Changing a Will After Death

A Deed of Variation is a legal document that allows for the provisions of a will to be altered after the death of the individual. This can be a vital tool in estate planning, allowing beneficiaries to make changes in a tax-efficient manner.

Key Contact: Andrew Hasnip

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How We Can Help

A Deed of Variation allows you to modify a will for better estate planning and tax efficiency. Here’s how we can assist:

Passing Assets Efficiently: We help structure Deeds of Variation to pass assets onto the next generation or other individuals in a way that maximises tax relief and reduces liabilities.
Varying Intestacy Rules: If the deceased passed away without a will, we can use a Deed of Variation to vary the intestacy rules, ensuring assets are distributed according to your wishes.
Rewriting a Will: The effect of a Deed of Variation is to rewrite the terms of the deceased’s will. This ensures the estate benefits from available tax reliefs and avoids any potential issues with taxable gifts, treating the variation as a gift by the deceased, not the living.
Personal Tax Planning: Deeds of Variation can assist beneficiaries with their own personal tax planning, such as passing assets to the children of the intended recipient.
Avoiding Mistakes: Our professionally prepared Deeds ensure all necessary legal provisions and tax recitals are included, avoiding costly errors.

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Why Choose Us

Our expertise in drafting Deeds of Variation ensures that your changes are legally sound and tax-efficient. Here’s why we are your trusted partner in estate planning:

STEP Qualified Solicitors: Our team includes STEP-qualified solicitors who specialise in trusts and estate planning, ensuring the highest level of expertise.
Tier 2 Legal 500: We are proud to be recognised by the Legal 500, with a team of experienced solicitors who understand the complexities of estate law.
Bespoke Documents: Each Deed of Variation is tailored to the unique circumstances of the client, ensuring their estate planning goals are achieved.
Client-Centred Approach: We take time to discuss your goals and provide advice on the best way to achieve them through a Deed of Variation.
Time-Sensitive Preparation: A Deed of Variation must be prepared and signed within two years of the death to be effective, and we ensure this deadline is met.
Tax Compliance: Our team ensures that relevant tax recitals are included in the Deed, allowing the variation to be handled in a tax-efficient manner.

We handle the complexities of rewriting a will after death, ensuring all legal requirements are fulfilled and beneficiaries are satisfied with the outcome.