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Applying for a Deed of Variation

The Advice

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

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

Working with a family business

Hepburn Delaney was established in 2013 by Jane Hepburn and Rebecca Delaney who had worked together for several years before deciding to set up a specialist family law practice. Our intention has always been to provide a niche, bespoke service to clients seeking advice on a broad range of family matters and we remain committed to this approach.

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