“A distinctive presence in the London private client world.”
(Legal 500)
Private Client

Post-Death Tax Planning

Good opportunities for UK tax planning on death can be taken advantage of by the use of flexible structures in wills.  It is better to put in place such a structure before death, although alternatively there may be scope to carry out efficient re-organisation after death.

When someone dies without having made a will, or an existing will is fiscally inefficient, the deceased’s family may, through a post death variation or disclaimer within two years, still take advantage of a number of tax planning opportunities which would otherwise have been lost through a restrictive will.

We have considerable expertise in all forms of post-death tax planning.

About cookies on our website

Following a revised EU directive on website cookies, each company based, or doing business, in the EU is required to notify users about the cookies used on their website.

Our site uses cookies to improve your experience of certain areas of the site and to allow the use of specific functionality like social media page sharing. You may delete and block all cookies from this site, but as a result parts of the site may not work as intended.

To find out more about what cookies are, which cookies we use on this website and how to delete and block cookies, please see our privacy policy page.