An inheritance from a parent or other relative when you are in middle or later life can be a welcome financial cushion for you or a chance for you to give a financial helping hand to your children.

By making a deed of variation, for which there is a two year window from the date of the original death, you can make sure the value you have inherited by-passes your estate. You can pass on some or all of your inheritance or keep it in a trust from which you and other family members can benefit as and when you decide.

A properly drawn up deed of variation means that the usual rules about having to survive 7 years from making a gift and not being able to benefit from what you have given away do not apply.

Our team of experts can guide you through the options and steps you can take so that you can make informed choices tailored to your circumstances and goals with a view to ensuring the financial security of the next and successive generations.

We will be delighted to arrange an initial no obligation meeting for you with one of the team to discuss your personal planning requirements and how we can help.


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