Deeds of Variation

Whilst it is not possible to change the will of a loved one after they have died, it is possible to re-direct gifts made under the will and to have them treated for tax purposes as if they were made by the deceased.

Perhaps you have inherited from your parents, but would prefer that the funds passed directly to your children or perhaps you want to make a gift to someone who was there for your loved one before they died, by making a deed of variation within 2 years of death the gift will be treated as if it was made by the deceased person.

If you have recently inherited under the will or intestacy of a loved one and need advice on whether a Deed of Variation would be suitable for you, contact JMW’s experienced approachable team on 0845 872 6666 who will contact you for a no obligation discussion.