Symposium: Reforming Intestate Succession Law

(2020) 24(1) Edinburgh Law Review (Forthcoming)

Edinburgh School of Law Research Paper Forthcoming

35 Pages Posted: 8 Nov 2019

See all articles by Alexandra Braun

Alexandra Braun

School of Law, University of Edinburgh

Dot Reid

University of Glasgow

Kenneth Reid

University of Edinburgh - School of Law

Jan Peter Schmidt

Max Planck Institute for Comparative and International Private Law

George L. Gretton

University of Edinburgh

Gregor Christandl

University of Innsbruck

Alan Barr

University of Edinburgh - School of Law

Date Written: October 31, 2019

Abstract

Intestate succession law affects a considerable portion of society, and has serious implications for how wealth is distributed on death, including for questions of wealth equality. Yet, or perhaps precisely because of its importance, it is challenging to design a satisfactory set of intestacy rules, not least because of the need to balance manifold interests. Moreover, it is notoriously difficult to reach consensus about what the exact rationale underlying intestate succession law should be and therefore what criteria should guide the legislature. It is thus perhaps unsurprising that Scots law has been struggling to implement a reform of its intestacy rules, despite the fact that dissatisfaction with the current rules looms large.

In Scotland intestate succession law has been under review since the 1980s. The Scottish Law Commission has published two reports on succession law, one in 1990 and one in 2009, both of which contain recommendations on intestacy which remain unimplemented. After a consultation on the 2009 recommendations carried out in 2015, and a further public attitudes survey, the Scottish Government published its response in 2018. The response was then followed by another consultation launched in February 2019, the aim of which was to seek views on a “fresh approach to reform of the law of intestacy with reference to regimes which operate elsewhere”. The consultation is now closed, and we are awaiting the response from the Scottish Government, which has been announced for spring 2020. Meanwhile, a number of questions arise. Are the proposals put forward both by the Scottish Law Commission and the Scottish Government suitable for Scotland? Do they address the right issues? What exactly are the shortcomings of the current law and, how can these be remedied? Finally, what should happen next?

These and many other questions were explored during a Symposium that took place at Edinburgh Law School on 11 October 2019. This publication includes a rich set of contributions from some of those who took part in the event. In their contributions they try to shed light on a number of the most contentious and difficult aspects of intestacy, such as the balance between the rights of the surviving spouse/civil partner and the issue of the deceased, the connection between the laws regulating dissolution of marriage on death and on divorce, and the protection of the interests of cohabitants, as well as those of the wider family. As part of this process, the Scottish law of intestacy is examined through a comparative lens in an attempt to understand where it positions itself with respect to other jurisdictions, where the Scottish Government might want to look for inspiration, but also what aspects it will want to be mindful of when devising Scotland’s new intestacy rules.

Keywords: succession law, intestacy, surviving spouse, matrimonial property, cohabitants, law reform, comparative law, Scotland

JEL Classification: K00, K1, K11, K19, K30, K40

Suggested Citation

Braun, Alexandra and Reid, Dot and Reid, Kenneth and Schmidt, Jan Peter and Gretton, George L. and Christandl, Gregor and Barr, Alan, Symposium: Reforming Intestate Succession Law (October 31, 2019). (2020) 24(1) Edinburgh Law Review (Forthcoming); Edinburgh School of Law Research Paper Forthcoming. Available at SSRN: https://ssrn.com/abstract=3483497

Alexandra Braun (Contact Author)

School of Law, University of Edinburgh ( email )

Old College
South Bridge
Edinburgh, EH8 9YL
United Kingdom

Dot Reid

University of Glasgow ( email )

5 The Square
Glasgow, Scotland G12 8QQ
United Kingdom

Kenneth Reid

University of Edinburgh - School of Law ( email )

Old College
South Bridge
Edinburgh, EH8 9YL
United Kingdom

Jan Peter Schmidt

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

George L. Gretton

University of Edinburgh

Old College
South Bridge
Edinburgh, Scotland EH8 9JY
United Kingdom

Gregor Christandl

University of Innsbruck ( email )

Innsbruck
Austria

Alan Barr

University of Edinburgh - School of Law ( email )

Old College
South Bridge
Edinburgh, EH8 9YL
United Kingdom

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