Varying the Disposition of Estates

Varying the Disposition of Estates
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  • Released 2nd Aug 2021
  • Professor Lesley King
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Post-death variations are bread and butter for private client practitioners but this session looks at the different statutory provisions that allow reading back and what they can and can’t achieve.

  • What is reading back and when is it useful?

- Altruism

- Rejigging dispositions to be more tax efficient

  • The statutory provisions

- How they work and the differences between them

- Formalities

  • Tips and Traps

- What can’t be done

- Varying to get the reduced rate of IHT

- Varying to get the co-ownership discount

- Varying the destination of assets that have already been sold

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  • Remember A Charity 2020 Impact Report | Download

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Learning objectives:

  • identify occasions where reading back provisions will be useful,
  • select and implement the appropriate statutory provision for reading back, and
  • avoid pitfalls.

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Your CPD Certificate can be found in your Account.

Professor Lesley King

Professional Development Consultant • University of Law

Author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.

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