Intestacy

FAQs

What are the rules of intestacy?

If someone dies without a Will, there is a set of intestacy rules that determine what relatives of the deceased person inherit and in what order. This means the estate (assets such as property, savings and possessions) may be passed on to someone the deceased does not want to benefit.

Do the rules of intestacy apply if there was a valid Will?

No. The rules of intestacy only apply if there is no Will or if the Will was invalid.

On what grounds can a Will be invalid?

The validity of a Will can be challenged if it was not signed, witnessed or drafted correctly made by someone not of sound mind (lacking capacity) made under pressure (undue influence) made fraudulently.

What do spouses and civil partners receive under the rules of intestacy?

If the deceased has no children, grandchildren or great grandchildren the spouse or civil partner will receive everything from the estate (such as property, cash, savings and possessions). If the deceased has children, grandchildren or great grandchildren the spouse or civil partner will receive personal possessions together with the first £250,000 and half of the remainder of the estate.

Is anyone excluded from inheriting under the rules of intestacy?

If you are not married or in a civil partnership with your partner they won’t automatically inherit under intestacy rules. Step-children are also excluded from inheriting under these rules, even if you have treated them as your children. However, they are not excluded if you have formally adopted them.

How can you avoid the rules of intestacy?

The only way to avoid the rules of intestacy is by making a valid Will. Dying without a Will means your loved ones may end up without the immediate support they require. For peace of mind, the best way to guarantee that assets pass according to your wishes is to put a Will in place.

The contents of this article are intended for general information purposes only and shall not be deemed to be, or constitute legal advice. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of this article.

Back to Service page