Inheritance Tax 
Tax Tips Articles & Advice Legal Updates Probate
Deeds of Variation & Disclaimer Forms
Provided by DYW
The Deeds of Variation and Disclaimer forms have been professionally drafted and are legally valid once executed. The documents are available as immediate downloads upon receipt of payment.
The documents include full notes on how to complete the Deed of Variation/Disclaimer and full execution instructions to ensure that the completed Deed constitutes a legally binding and valid document.
Deed of Disclaimer: Legacy (left by Will)
Please ensure you have read the information on Deeds of Disclaimer before purchasing this document.
Price: £3.99
Deed of Variation: Changing Legacy (left by Will)
Suitable for (example): Elderly mother inherits a large legacy from her brother's Will. She is quite well off, and can live comfortably on her existing income, thus does not require the legacy. In order to reduce the size of her estate and to avoid excessive inheritance tax, she decides to pass the legacy onto her children by DOV.
Price: £9.99
Deed of Variation: Changing Legacy (left by intestacy - no will)
Suitable for (example): See the above example.
Price: £9.99
Deed of Variation: Giving shares in Property to adult Children (Tenants in Common)
Please see Wills, Property Ownership & Declarations of Trust for further information on the different types of property ownership.
Suitable for (example): Ideally suited where a husband and wife own their property as tenants in common. The wife dies and in her Will leaves everything to her husband. Husband decides to vary the Will and give his wife's share in the property to his adult children. This utilizes the wife's nil rate band allowance for inheritance tax purposes.
Price: £9.99
Deed of Variation: Gift of Estate (left by Will)
Suitable for (example): Suitable in a range of circumstances. One such is where a testator leaves his entire estate to adult children. The children agree to re-direct part/all of the estate to their mother to avoid IHT. Includes a range of different/alternate clauses and is suitable to direct all/parts of estate to range of beneficiaries.
Price: £9.99
Deed of Variation: Gift of Legacies to Adult Children & Remainder of Estate to Spouse (Intestacy)
Suitable for (example): Suitable for married couples whereby deceased did not leave a will but children want to ensure surviving spouse receives the estate subject to small legacies to the children.
Price: £9.99
If you cannot find an appropriate Deed of Variation document to suit your circumstances please feel free to Contact me and I can assist you further.
