This can be particularly valuable when a Will no longer reflects the deceased’s likely wishes, or where there is an opportunity to support another family member, set up a trust, or donate to charity in a tax-efficient way. Provided all affected beneficiaries agree, it is possible to make a variation of deeds without contesting the Will or involving the courts.

At Walker Foster, we understand that decisions around inheritance are deeply personal. Our experienced and approachable deed of variation solicitors will take the time to understand your situation, listen to your concerns, and provide clear, expert guidance tailored to your goals. We are here to handle the process with care – from drafting the deed and advising on tax implications, to working closely with executors, trustees, or other beneficiaries as needed.

Our priority is to help you achieve a practical and fair outcome, while making the legal process as straightforward and stress-free as possible. You can rely on us to act with sensitivity, professionalism, and your family’s best interests at heart. Get in touch for advice about a deed of variation.

A deed of variation provides a flexible way to adjust the terms of a Will or the rules of intestacy - whether for personal reasons, to reflect updated family circumstances, or to achieve a more tax-efficient manner of distributing the estate.

Common reasons for using a deed include:

• Improving tax efficiency: a deed of variation can help reduce the overall inheritance tax liability or avoid triggering a capital gains tax liability when redistributing assets. For example, passing part of your inheritance to your children or to a registered charity can be a more tax-efficient way to manage the deceased's estate, potentially reducing the risk of more inheritance tax being paid later.
• Providing for someone not included in the Will: sometimes, people close to the deceased are not included in the Will or under the intestacy rules – such as a partner who is not legally recognised, a stepchild, or a grandchild born after the Will was written. A deed allows beneficiaries to make thoughtful changes that reflect what the deceased might reasonably have intended, helping to support those who would otherwise be excluded.
• Creating a more balanced or practical outcome: inheritances are not always straightforward. If multiple people inherit a share in a single property, for instance, it can create practical difficulties. A deed of variation allows beneficiaries to agree a more manageable and fair arrangement that works for everyone and helps avoid future complications.
• Placing assets into a trust: where asset protection or longer-term planning is needed – for example, when a beneficiary wants to make provision for minors, vulnerable relatives, or someone in need of ongoing financial support – a deed can be used to transfer inherited assets into a trust. This allows for greater control over how those assets are used, now and in the future.
• Resolving disputes or clarifying unclear wording: if there is confusion over a Will’s meaning, or if disagreements arise among beneficiaries, a deed of variation can offer a clear and legally binding solution. It gives families a way to resolve matters amicably and provide certainty for executors and administrators without the need for court proceedings.

Whatever your reason for considering a deed of variation – whether it’s to achieve a fairer distribution, provide for someone who was left out, or manage the estate in a more tax-efficient way – Walker Foster is here to help. We take pride in offering honest, approachable legal advice that puts your family’s needs first. Our experienced team will support you in making informed decisions and handling every detail with care, professionalism and sensitivity.