Private Client

Post-Death Tax Planning

Good opportunities for UK tax planning on death can be taken advantage of by the use of flexible structures in wills. It is better to put in place such a structure before death, although alternatively there may be scope to carry out efficient re-organisation after death.

When someone dies without having made a will, or an existing will is fiscally inefficient, the deceased’s family may, through a post death variation or disclaimer within two years, still take advantage of a number of tax planning opportunities which would otherwise have been lost through a restrictive will.

We have considerable expertise in all forms of post-death tax planning.

“Sinclair Gibson are excellent at private client matters. They provide a great boutique service.”
Chambers HNW 2021