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Where Taxpayers and Advisers Meet

UK Pension - Trustees Allow Variation

JEFF26R
Posts:18
Joined:Mon Mar 08, 2021 3:16 pm
UK Pension - Trustees Allow Variation

Postby JEFF26R » Tue Apr 20, 2021 8:50 pm

Can Trustees of a UK pension, make a deed of variation? Similar to, or the same as, what is available under a UK Will.

UK Will
As for the beneficiaries, in English law you may use something called a 'Deed of Variation'. A Deed of Variation is a legal document used by beneficiaries to change a deceased person’s will, allowing them to make alterations to any entitlements associated with the estate.

maths
Posts:8285
Joined:Wed Aug 06, 2008 3:25 pm

Re: UK Pension - Trustees Allow Variation

Postby maths » Wed Apr 21, 2021 2:18 pm

No.

Re a will, any DoV is executed by the beneficiaries under a will.


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