In England and Wales, individuals are not legally required to disclose the contents of their will to beneficiaries, including their children. This advice comes from lawyer and wills specialist Gary Rycroft, who stated that a will represents the decisions of the individual regarding their money and property.
Despite the lack of legal obligation, Rycroft and Annalisa Barbieri advocate for discussing inheritance plans with family members in advance. Rycroft noted that "no one likes surprises in wills, especially if the surprise is getting less than expected." Explaining decisions beforehand can help prevent misunderstandings and potential family discord.
If an explanatory document is created, Rycroft advises it should be a formal "memorandum of wishes." This document can clarify the reasoning behind decisions but does not override the legally binding will. Additionally, beneficiaries aged 18 or over have the option to vary their inheritance within a specified timeframe using a deed of variation.