Irish Revenue and UK Deed of Variation

Gingseng

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I'm looking for any advice or experience people have had with how Revenue deal with a UK Deed of Variation. The only info I have been able to find is a blog post from STEP which says Revenue have never published anything definitive on the subject but under certain situations Revenue may recognise a deed of variation.

I'm currently the executor of UK estate with an Irish beneficiary who would like their inheritance to be passed to a relative living in England. All estate assets are based in England and the deceased was UK resident and domiciled. From my reading of the STEP blog these are the circumstances under which Revenue will allow a deed of variation but I am hesitant to give advice to the beneficiary and my local solicitor doesn't have a clue.
 


Marc Westlake
Chartered Certified and European Financial Planner
www.globalwealth.ie
 
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