When someone dies, their estate is usually distributed according to their Will or the rules of intestacy. But what happens if those arrangements don’t reflect what the family thinks is fair – or if changing them could reduce the amount of inheritance tax?
Think of a Deed of Variation as a simple change to the Will of the deceased. The change will apply as if the deceased person had made the change themselves, if done within two years of death. A common example is where skipping a generation is more beneficial from a tax perspective. Varying an estate can be a sensitive issue, and it’s important to ensure that any changes are made in compliance with legal requirements.
At Heppenstalls, we can advise on whether a variation is possible, help you understand the implications, prepare the necessary legal documents, and support you every step of the way to achieve the desired outcome.
Changing the terms of an estate might sound straightforward, but even small errors can have major legal or tax consequences. Working with a solicitor ensures everything is done correctly — and can help prevent future disputes or delays.
Our experienced probate solicitors and legal executives are here to help you understand whether a variation is possible — and whether it’s the right thing for your family. We regularly assist with deeds of variation involving tax planning, family agreements, and missed beneficiaries.
We’re proud to be the legal partner of choice for so many individuals and families. Here’s what our clients have to say about working with Heppenstalls.
A Deed of Variation is a legal document that allows one or more beneficiaries of an estate to change how some or all of the inheritance is distributed.
Yes, but only in specific situations and usually with the agreement of all relevant parties. It must be done correctly within two years of death to be valid for inheritance tax and capital gains tax purposes.
Reasons include tax planning, redirecting funds to someone more in need, gifting to charity, or correcting oversights in the original Will.
Only those affected by the change must agree and sign the Deed and if the tax position is affected then the Executors must sign too. Minor children or those without capacity require court approval.
A Deed of Variation can be done during or after probate. Depending on the complexity, it may add time — but we’ll work efficiently to avoid delays.
We offer a wide range of legal services for individuals, families, and businesses. Whether you’re planning ahead, navigating a challenge, or managing property or business matters, our solicitors are here to simplify the process and support you every step of the way.
