Redirecting an inheritance: use the two-year variation window before making an onward gift

Redirecting an inheritance: use the two-year variation window before making an onward gift

A beneficiary may be able to redirect an inheritance with special tax treatment. The deadline runs from death, and the document, consent and tax statements need care. ... (to read the remainder of this article, please log in below.)

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The archive covers several tax years. Check publication dates and current rules before relying on older guidance.

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