Deed of Family Arrangement

A Deed of Family Arrangement (also called a variation of will) allows the beneficiaries of an estate to agree to redirect inheritances after a death. Used correctly, it is one of the most powerful estate planning tools available.

What’s Included

• Drafting of a deed of family arrangement between estate beneficiaries
• Redirecting inheritances to make better use of CAT thresholds
• Tax analysis of proposed variations (CAT impact for each beneficiary)
• Advice on the two-year window within which a variation can be made
• Preparation of Revenue notifications required
• Coordination with the estate solicitor handling the grant of probate

A deed of family arrangement must be made within 2 years of the death and all beneficiaries affected must consent. Revenue approval may be required.