Post Death Deeds of Variation

We can advise and assist you in changing what you receive under the terms of a Will

There are times, when following a death, the beneficiaries wish to alter the provisions of the Will to vary their entitlement. There are different reasons for doing so, including to obtain a more advantageous tax situation, or to divert assets into a trust.

How can we help?

With a Deed of Variation, the changes are usually read back for tax purposes, meaning that it is as if the gift came directly from the estate of the person who has died. There are certain legal requirements, which must be complied with for a Deed of Variation to be valid, and we are able to assist with ensuring your Deed of Variation is fully compliant and effective.

All of the potential tax consequences must be considered before entering into a Deed of Variation and we can assist with this.

Why choose Wallace Robinson & Morgan?

At Wallace Robinson & Morgan, we have many years of experience and are able to fully consider and advise on all aspects of the proposed Deed, as well as preparing the required documents and ensuring that they are correctly executed.

FAQ’s

Explore our FAQ’s on post death variations to understand how changes to a Will can benefit loved ones and fulfil intentions.

How many times can I do a Deed of Variation?

Assets in an estate can only be the subject of a Deed of Variation once, so it is important that a Deed is clear in its meaning and implications.

Is there a time limit to make a Deed of Variation?

Yes, there are very strict time limits with Deeds of Variations, and they must be fully signed and executed within these time limits.

Contact Us for Advice on Your Matter

0121 705 7571

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What to do next?

Book an appointment with our dedicated Wills and Probate solicitors. Our Solihull and Dorridge teams are here to provide expert advice tailored to your needs.

Call us at 0121 705 7571 for Solihull or 01564 779393 for Dorridge. Alternatively, fill out the contact form below—your privacy is assured—and we’ll arrange a convenient time to assist you.

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Liam Wdowiak

Head of Wills and Probate Department, Solihull

Liam is a Director specialising in estate administration, Wills, and Lasting Powers of Attorney. An accredited member of the Law Society's Wills and Inheritance Quality Scheme (WIQS), he joined the firm in 2017 and provides a friendly, professional service.

Ruth Nolan

Head of Wills and Probate Department, Dorridge

Ruth is a Director and an accredited member of the Law Society’s Wills and Inheritance Quality Scheme (WIQS), providing tailored Wills and Probate advice to clients.She is also an accredited member of the Association of Lifetime Lawyers (ALL), specialising in legal advice for older people, and a full member of the Society of Trusts and Estates Practitioners (STEP).

Gary Sawyer

Solicitor - Associate - Commercial Property Department and Wills & Probate Department

Gary has been with Wallace Robinson and Morgan since April 2019. He initially worked in the plot sales team before starting his training contract in the family department in January 2020. During his training, he gained experience in property, commercial, corporate, and probate matters and is now an Associate Solicitor.

Uzma Rasool

Solicitor - Wills and Probate Department

Uzma is a solicitor in the Wills and Probate Department. She joined Wallace Robinson & Morgan as a paralegal in 2022 and qualified as a solicitor in January 2024.

Shola Parry

Solicitor - Wills and Probate Department

Shola is a Solicitor in our Wills and Probate department. She joined WRM in 2020 and assisted in our Wills & Probate team as a Paralegal before completing her training contract and qualifying as a Solicitor in August 2025.

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