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  • Overview

    Mark carried out a full estate planning review for a married couple. In view of the nature of their affairs and the value of their assets (around £5 million including pension funds), specialist advice was essential.

    Mark advised the couple on their Wills, pension death benefits and related trust arrangements.  As the wife was due to inherit under her late mother’s Will, which would have further increased the value of the couple’s estate, Mark prepared a Deed of Variation to divert a share of the inheritance to a new discretionary trust.  This will enable the couple to benefit from the trust if required in the future, without the trust fund forming part of their estates for inheritance tax purposes. The potential inheritance tax savings will be £70,000 as a result of the Deed of Variation and a further £200,000 once a death benefits trust has been created. 

    Thomson Snell & Passmore is well equipped to carry out full estate planning reviews, with a wealth of experience in identifying potential legal solutions for clients. 

  • Related Services

    Probate and Estate Administration

    A probate lawyer will give you clear guidance about the different levels of service on offer, the steps involved, the costs and probable timings.

    Inheritance Tax advice

    Inheritance Tax can often be minimised with careful planning.

    Post death arrangements

    Post-death deeds of variation offer huge scope for tax planning. When someone benefits from a deceased person's estate under a will or intestacy, or as the surviving owner of a joint asset, he or she may wish to redirect the inheritance to others. There are considerable tax advantages if this type of gift is made by a qualifying deed of variation

    Wills & estate planning

    A will is an essential part of your personal financial planning.  

    Trust disputes

    Tax advice

    The tax system is increasingly complex but we can advise on most issues facing individuals.

Newsletter sign up

I would like to receive newsletters, event invitations and publications from Thomson Snell & Passmore by email on the following topics (tick all those that apply) and consent for my data to be processed for this purpose.

We respect your privacy and want news to be relevant. To either, click here or update your preferences by emailing us at info@ts-p.co.uk. Your personal data shall be treated in accordance with our & .

Get In Touch

By submitting an enquiry through 'get in touch' your data will only be used to contact you regarding your enquiry. If you would like to receive newsletters from Thomson Snell & Passmore please use the separate form below.

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