Estate Variations

Overview

When you are a beneficiary, you may decide following the person’s death that you want to redirect your entitlement. We can advise accordingly and assist in the preparation of a Deed of Variation if desired.

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More Info

Such Deeds can be efficient for Inheritance Tax and Capital Gains Tax purposes if concluded within 2 years of death of the deceased.

Fees

Any advice and/or assistance in this area will be charged at an hourly charging rate of £150 plus Vat, with a quote or fee estimate being confirmed once it becomes possible to estimate the volume of work involved.

This excludes any disbursements (i.e. payments to others required to progress the matter), which you will be advised of separately at the earliest available opportunity.

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Testimonials

Very friendly, helpful and accommodating personal service from Julian. We felt informed and assisted at each step of making our wills. Refreshingly good

Client from Hindhead

Julian provided a very professional and comfortable service; we needed that as making a will is not easy; He provided advice and information appropriate to our needs: and made clear the legal implications of our wishes – families are complicated and his advice helped to make sure we looked after our needs and our wishes when we are deceased

Client from Borden

I have used Julian for advice and also to act on my behalf for family litigation services. Very clear and easy to work with. Polite and professional.

Client From Pulborough

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julianlee@jml-law.co.uk

01798 872100

13 Bell Close
Pulborough
West Sussex
RH20 1DH

Open Weekdays from 11am-5pm
By appointment only

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Information

Julian M Lee is an accredited member of The Association of Lifetime Lawyers.
JML Law is a regional member of the Certainty National Wills Register.
JML Law is authorised and regulated by the Solicitors Regulation Authority (SRA number 614498).