Deeds of variation and post-death tax planning

Post-death planning can be a useful tool and deeds of variation present families with significant tax planning opportunities, but care must be taken when using deeds of variation, explains Jo Lawless FCA, CTA, senior technical writer at Croner-i

Following a person’s death, beneficiaries may wish to alter the way in which assets are distributed under the deceased’s will (or equally via the rules of intestacy).

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