Can a cohabitant claim on the death of their partner where there is no will?

Cohabitation is now a common way for couples in Scotland to build a life together, but the law still draws a sharp line between cohabitants and spouses or civil partners - especially when one partner dies without having a will.

Does a cohabiting partner have a claim where there is no will?

Many people assume that living together automatically gives them inheritance rights where there is no will but that’s not the case. However, in certain circumstances Section 29 of the Family Law (Scotland) Act 2006 allows for a cohabiting partner to make a claim from the estate.

When can a claim under Section 29 be made?

A claim can be made under Section 29 where all of the following apply:

  • The cohabitant died without a will

  • The cohabitant was domiciled in Scotland immediately prior to their death; and

  • The couple were living together as spouses or civil partners immediately before the death.

What is the value of the claim?

  • A claim can only be made on the estate of the deceased once any other claims by a spouse or civil partner or children have been paid out.

  • An award to a cohabitant cannot be more than would have been received if the surviving person had been the spouse or civil partner of the deceased.

  • The court has a wide discretion as to the amount to be awarded and will take into account:

    • The size and value of the deceased’s estate

    • Any benefit already received by the surviving cohabitant

    • The nature and extent of any other claims on the deceased’s estate 

    • Any other matters it considers appropriate. 

What is the time limit for making a claim?

A claim must be raised at the sheriff court within six months of the date of death. Courts have no power to extend this deadline, and many potential claims are lost simply because people are unaware of it.

Section 29 is often described as a safety net but there is a short timeframe for making a claim at the sheriff court and the court has a wide discretion as to the amount of any claim awarded. It is important for cohabitants to seek early advice if they are looking to make a claim on the estate of a partner who did not have a will. 

Looking for more guidance in this area? Get in touch with Jane Rattray to find out more.