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Deed of Variation Sample letter?

4 replies

CornishTeaTime · 06/02/2025 15:48

Need to draft up a letter saying each receipent will be giving another receipsnt a % of their inheritance. Are there any templates about, cant see any on Government site

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GETTINGLIKEMYMOTHER · 06/02/2025 16:00

I’d just say that each (named) legatee (recipient) mentioned in the will, agrees unreservedly for (whoever it is) to receive x % or the named sum, from the estate.
And get them all to sign and date it.

CornishTeaTime · 06/02/2025 16:05

We can give a % or amount yet as waiting for a property to sell BUT we have to do the deed no later than July as it will be the 2 year deadline

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poppetandmog · 06/02/2025 19:00

Please get a solicitor to do this. I've seen so many done incorrectly and it has caused a multitude of tax issues. It's a legal document, not the kind of thing you should be drafting yourself.

CornishTeaTime · 06/02/2025 19:08

We have been on the Government website completed the yes no questions - there are tax inplications and no inheritence tax implications. Its all very straight forward. 3 siblings/beneficeres giving the 4th sibling a small amount of money. Done our homework on it

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