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Your survivorship provision

How to answer this question in the online Will interview

Sindy Allen avatar
Written by Sindy Allen
Updated over a week ago

This section does not apply for users in Northern Ireland.

Your Bequeathed Will includes a provision that if a beneficiary dies within 30 days of your death, that person will be treated for the purposes of your Will as dying before you. This avoids double taxation in both estates.

If a couple die together, the law deems the older partner to have died first. Therefore, a different provision in the Will is needed.

If you are married or in a civil partnership, you will be asked whether your spouse or civil partner is older than you, and whether or not you have left your residuary estate to them.

These questions enable us to include the correct survivorship provision clause in your Will, ensuring your estate is dealt with tax-efficiently.

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