The uses and limitations of post death variations

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Speaker(s): Lesley King
CPD Time: 1 hour
Duration: 1 hour
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Practitioners use post-death variations on a regular basis and they are a hugely valuable tool. In this session we will look particularly  at some pitfalls and things they cannot do.

  • The limited effect of reading back
    • Variations and income tax
    • Impact on means tested benefits and care home fees care
    • Consideration
    • The ‘short’ IPDI
  • Variation on behalf of dead beneficiary
    • Not possible where beneficiary had an IPDI
    • IHTA 1984, s93
  • Confusion with s144
    • When to use which
    • The differences
  • Successive variations not possible
    • Combining with disclaimers and s144 appointments

Professor Lesley King,  Professional Development Consultant, University of Law

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