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I need more information about Deed of Variation

It is possible to change the terms of a Will (or an Intestacy) after someone dies if all of the beneficiaries agree. For example, a Will might not have been  updated to include new grandchildren, or  perhaps the children of the deceased are financially comfortable and wish to divert their inheritance directly to their own children.

 

 

Requirements for a Deed of Variation

• The Deed of Variation must be completed within 2 years of death to be effective for tax purposes

• All beneficiaries need to have capacity and be in agreement to the Deed of Variation

• If any of the beneficiaries are under 18 years old or lack capacity,  it is still possible  to complete a Deed of Variation, however,  further advice will be required

 

Once we have taken instructions from you we will be able to advise whether we can offer a fixed fee or will need to charge on a time spent basis.

 

To contact us, please:

Call us on 01442 218090

Send an email to info@hepburndelaney.co.uk

Click on the link to the right and Contact the Wills and Probate Team

The Basics

It is possible to change the terms of a Will (or an Intestacy) after someone dies if all of the beneficiaries agree. For example, a Will might not have been  updated to include new grandchildren, or  perhaps the children of the deceased are financially comfortable and wish to divert their inheritance directly to their own children.

 

 

The Advice

Requirements for a Deed of Variation

• The Deed of Variation must be completed within 2 years of death to be effective for tax purposes

• All beneficiaries need to have capacity and be in agreement to the Deed of Variation

• If any of the beneficiaries are under 18 years old or lack capacity,  it is still possible  to complete a Deed of Variation, however,  further advice will be required

 

The Costs

Once we have taken instructions from you we will be able to advise whether we can offer a fixed fee or will need to charge on a time spent basis.

The Next Steps

 

To contact us, please:

Call us on 01442 218090

Send an email to info@hepburndelaney.co.uk

Click on the link to the right and Contact the Wills and Probate Team