Intestacy Flowchart

 

 

Are you married or in a Civil Partnership? (*)
YES
NO
Your estate is shared equally between your children (or their issue)
Do you have children? (**)
Do you have children? (**)
Your spouse inherits everything
YES
NO
Your estate is shared equally between them
Is one or both of your parents still alive?
Is your personal estate worth less than £250k
Your spouse inherits everything
YES
YES
YES
Your estate is shared equally between your siblings (or their issue)
Do you have brothers or sisters? (**)
Your spouse inherits the first £250k plus the personal chattels plus half the remainder. The remaining half is devided equally between your children (or their issue)
NO
Your estate is shared equally between them
Are your grandparents still alive?
NO
NO
NO
YES
YES
Do you have aunts or uncles? (**)
Your estate is shared equally between aunts and uncles (or their issue)
Your partner inherits nothing and the crown takes all
NO
NO
YES
(*) The spouse will benefit if he/she survives the intestate by 28 days, otherwise the estate will be dealt with as if there had been no spouse.
(**) Members of younger generations are also entitled to inherit their parent's share if the parent have already died (per stirpes).
"Personal Chattels" is defined by law and generally speaking means cars, jewellery etc. It does not include (amongst other things) houses, land and bank accounts.
"Issue" means children, including illegitimate and adopted children but not step-children (unless legally adopted), grandchildren, great grandchildren etc.
The summary does not include rules for half-blood relationships, although intestacy rules do cover them.
 
 

Office Tel: 0207 129 1112

Email: enquiry@berkeleypw.com

Address: 23, Berkeley Square, Mayfair, London, W1J 6HE

  • Instagram Social Icon
  • Facebook Clean
  • LinkedIn Clean
  • Twitter Clean

Berkeley Private Wealth Ltd © 2015. All Rights Reserved.

™ The lions logo is a trademark of Berkeley Private Wealth Ltd.

 

Berkeley Private Wealth Ltd is registered in England and Wales. Company number: 9600893. Registered office: 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ.

Berkeley Private Wealth (Berkeley Private Wealth Ltd) is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. All lending is strictly for business purposes, some forms of buy to let, commercial finance and overseas finance. Terms and conditions apply.

 

The contents of this site belong to Berkeley Private Wealth Ltd. Reproductions are not permitted without our prior written consent. 

 

Terms and Conditions | Data Protection and Website Privacy