
Entitlement to the estate of a
deceased person who was domiciled in England & Wales, and who
did not leave a valid will.
This
chart is not intended to be a definitive statement of the law covering
every set of circumstances, nor is it legal advice.
Where
relatives are shown in bold
blue refer to Explanatory
note 2 at the end of this section.
| Deceased person dies
leaving these relatives: |
After the payment of
funeral expenses, tax and all other debts owed by the deceased, the
rest of the estate goes to: |
| A spouse or civil
partner, but no children
or parents or brothers or sisters of the whole blood* |
Everything to
spouse/civil partner. |
| A spouse or civil
partner and children |
For
dates of death prior to 1 February 2009
- Where the net estate
is not more than £125,000 - Everything to spouse/ civil
partner.
- Where the net estate
is over £125,000 - the first £100,000 plus personal
possessions to the spouse/civil partner.
Half of the rest is
shared equally amongst the children.
The spouse/civil partner
gets the income or interest on the other half during his/her lifetime,
and when the spouse or civil partner dies, the capital goes to the
deceased's children equally.
For
dates of death after 1 February 2009
- Where the net estate
is not more than £250,000 - Everything to spouse/ civil
partner.
- Where the net estate
is over £250,000 - the first £250,000 plus personal
possessions to the spouse/civil partner.
Half of the rest is
shared equally amongst the children.
The spouse/civil partner
gets the income or interest on the other half during his/her lifetime,
and when the spouse or civil partner dies, the capital goes to the
deceased's children equally.
|
| A spouse or civil
partner (but no children),
and either parents, or brothers
or sisters of the whole blood |
For
dates of death prior to 1 February 2009
- Where the net estate
is not more than £200,000 (for dates of death after 1
February 2009) - Everything to spouse/ civil partner.
- Where the net estate
is over £200,000 for dates of death after 1 February 2009 -
£200,000, plus half of the rest, plus personal possessions to
spouse/ civil partner.
The other half to the
deceased's parents equally; but if no parents, then to brothers and
sisters of the whole blood in equal shares.
For
dates of death after 1 February 2009
- Where the net estate
is not more than £450,000 (for dates of death after 1
February 2009) - Everything to spouse/ civil partner.
- Where the net estate
is over £450,000 for dates of death after 1 February 2009 -
£450,000, plus half of the rest, plus personal possessions to
spouse/ civil partner.
The other half to the
deceased's parents equally; but if no parents, then to brothers and
sisters of the whole blood in equal shares.
|
| Children,
but no spouse or civil partner |
Everything to children
in equal shares. |
| Parent(s), but no spouse
or civil partner, or children |
Everything to parents in
equal shares. |
| Brother(s)
or sister(s),
but no spouse or civil partner, or children
or parents |
Everything to brothers
and sisters of the whole blood equally.
If there are no brothers
or sisters of the whole blood, then to brothers and sisters of the half
blood equally.
|
| Grandparent(s), but no
spouse or civil partner, or children,
or parents, or brothers
or sisters |
Everything to
grandparents equally. |
| Uncle(s), Aunt(s),
but no spouse or civil partner, or children
or parents, or brothers
or sisters or grandparents |
Everything to uncles and
aunts of the whole blood equally.
If there are no uncles or
aunts of the whole blood, then to uncles or aunts of the half blood
equally.
|
| No spouse or civil
partner and no relatives in any of the categories shown above |
Everything to the Crown. |
Explanatory notes:
Explanation of terms used in
the chart:
Words used in everyday
language, often have different meanings in the legal sense. The
following explanations are intended as a guide rather than strict legal
definitions of the words used in this document.
- A spouse
is a person who was legally married to the deceased when he or she died.
- A civil
partner is someone who was
in a registered civil
partnership with the
deceased when he or she died. It does not
include people simply living together as unmarried partners or as
'common law husband and wife'.
- The term children
includes children born in or out of wedlock and legally adopted
children; it also includes adult sons and daughters. It does not,
however, include step-children.
- Brothers and sisters of the whole
blood have the same mother
and father. Brothers and sisters of the half
blood (more commonly
referred to as "half-brothers" or "half-sisters") have just one parent
in common.
- Uncles and aunts of the whole
blood are brothers and
sisters of the whole blood
of the deceased's father or mother.
- Uncles and aunts of the half
blood are brothers and
sisters of the half blood
of the deceased's father or mother.
- Domicile
is the country or state whose laws apply to you. Usually, this is the
law of the place where you were born (your "domicile of origin"), but
your domicile can change if you move to another country with the
intention of staying there permanently.
If you
require further information contact Peasegoods on 0800
163 059 or fill in the online contact form.