Quilter Cheviot — specialists in Investment Management and Financial Planning — are pleased to invite you to an exclusive roundtable lunch discussion focused on deeds of variation and strategies for mitigating the tax implications following Labour’s Autumn Budget Statement.
During this session, we will explore:
- The evolving role of deeds of variation in estate planning
- How pensions are increasingly being considered within the scope of Inheritance Tax
- Real client examples of effective planning structures — and the risks of not having them in place
It is clear that many clients are seeking guidance from Private Client lawyers on updating wills, especially following the loss of a loved one. Deeds of variation can play a crucial role in reducing tax liabilities for future generations.
We will also highlight the importance of a collaborative approach — combining regularly reviewed financial advice with integrated legal and investment solutions — while steadfastly respecting trust structures and client intentions to deliver optimal outcomes for mutual clients.
To illustrate these concepts in practice, we will present a detailed case study demonstrating how the implementation of a deed of variation within a multi-trust structure — supported by strategic financial planning and investment management — enabled clients to successfully achieve their estate planning objectives while significantly reducing their exposure to HMRC.
We encourage open discussion throughout the session to maximise learning and foster new professional connections.
