Question of the week: A claim (issued protectively) under the Inheritance (Provision for Family and Dependants) Act 1975 is due to be settled at mediation. It has been over two years since the date of death, so the parties will not benefit from any retrospective tax treatment associated with a Deed of Variation. Would the parties need to execute both a Deed of Variation and a Settlement Agreement, or would a Settlement Agreement executed as a deed suffice?
Question of the week: A claim (issued protectively) under the Inheritance (Provision for Family and Dependants) Act 1975 is due to be settled at mediation. It has been over two years since the date of death, so the parties will not benefit from any retrospective tax treatment associated with a Deed of Variation. Would the parties need to execute both a Deed of Variation and a Settlement Agreement, or would a Settlement Agreement executed as a deed suffice?