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Expertise in varying the terms of someone’s Will after their death

We appreciate that not everyone gets around to making a Will or otherwise updating an existing one already in place before they die.

Regular changes in Tax law may also mean a previously tax efficient Will is no longer as efficient as it once was.

Our experienced Estate Administration and Tax lawyers can help in these situations with the preparation of a simple Deed to vary the terms of someone’s Will after their death or to vary the deposition of their estate if they did not leave a Will at all. These types of legal document are known as Deeds of Variation.

It is increasingly common for families to use Deeds of Variation to ensure Estate and Succession Planning outcomes are achieved.

Deeds of Variation allow you to;

  • Set up trusts to increase asset protection.
  • Redirect estate assets to bypass a generation of your family in a tax efficient way.
  • Redirect estate assets to maximise Inheritance Tax reliefs and exemptions.

There are also other reasons why you may want to consider a Deed of Variation and if you would like further advice on this area or if you think we can help, please contact any member of our specialist Tax and Trusts team.

“Rix & Kay’s core offering involves advising high-net-worth individuals and families on tax, specialist trusts and succession planning matters. The Private Client Team, which spans the Kent and Sussex regions, collaborates with the corporate practice to act for business owners, directors and shareholders. Team leader Bruce Clarke has wide-ranging private client experience and advises on complex tax and estate planning work, creating and administering trusts, and advising on powers of attorney and mental capacity law. Clients praise Ian Best as an exceptional asset to the practice; he has specialist expertise in will drafting, probate and trust tax compliance work. Member of STEP Max Wright has extensive knowledge of capital tax planning issues, CGT, IHT, trusts and succession planning, as well as cross-border work”.

“Good coverage of specialism for a non-London firm, with some excellent experience among the team and a can do approach to new enquiries”.

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“I have used Rix and Kay for the last 15 years on Wills, property purchases and probate services, and have always had excellent service.”

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