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Commentary

I1.524A Post-death rearrangements

IHT, trusts and estates

Various rearrangements can be undertaken after death which for IHT purposes can be treated as having happened on death. This includes disclaimers, deeds of variation under IHTA 1984, s 142, distributions from discretionary will trusts within two years of death under IHTA 1984, s 144 and precatory trusts under IHTA 1984, s 143.

Deeds of variation may be made by agreement between the beneficiaries or under a court order as

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