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Succession per stirpes meaning

What does Succession per stirpes mean?
In wills, trusts and intestacy, per stirpes describes distribution “by family branch”: if a child or other intended beneficiary has died leaving descendants, that person’s children (and further issue) take, collectively and by representation, the share their parent would have taken. Each branch therefore receives one equal share, regardless of how many individuals are in that branch. This contrasts with per capita distribution, where all living beneficiaries in the class take equal individual shares. The term is a descriptive expression used across UK and Irish practice. Legislation in England & Wales and Northern Ireland sets out distribution to “issue” through statutory trusts and representation rather than using the Latin, but the effect is stirpital. In Scotland, the equivalent concept is succession by representation of issue under the Succession (Scotland) Act 1964, often described as stirpital distribution. In Ireland, distribution to issue on intestacy and commonly in wills operates by representation (frequently referred to as per stirpes) under the Succession Act 1965. Practical significance: per stirpes governs class gifts to “issue”, “descendants” or “children” and determines whether grandchildren share only within their parent’s branch or equally with all others. Clear drafting (e.g., “to my issue per stirpes”) avoids unintended per capita outcomes.
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View the related Practice Notes about Succession per stirpes

PRACTICE NOTES
England and Wales will-drafting and IHT planning: executors, FLIT/discretionary trusts, BPR/NRB/RNRB, Brussels IV, chattels, guardians, survivorship, foreign elements and trustee powers

Commencement and revocation This revocation clause may include optional phrasing restricting revocation solely to Wills concerning UK property. That accords with later provisions which can, if preferred, confine this Will’s scope to UK property only. This ensures consistency across the instrument where the intention is to confine effect to UK assets while leaving arrangements concerning overseas holdings untouched. Using this optional language means any testamentary dispositions relating to assets abroad remain effective. The wording is marked as optional and might be unsuitable where the Will is drafted for a testator with no foreign property and no prospect of acquiring any, or for one who owns property overseas and intends to revoke any testamentary dispositions concerning such property (note that local legal requirements for a valid revocation must be reviewed and verified). Accordingly, foreign dispositions previously made would continue without alteration and remain fully operative. Variation 1—expectation of intended marriage or civil partnership: As a general principle, a Will is revoked by the testator’s subsequent marriage. Nevertheless, a...

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