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Financial issues for same-sex couples

Same-sex couples are now treated the same as heterosexual couples when it comes to financial matters.

Some examples include:

Benefits

Same-sex couples who live together are now treated as a couple for benefit claims. This is regardless of whether or not you are married or in a civil partnership.

Tax

Civil partners and spouses won’t pay inheritance tax on what their partner leaves to them as long as they are left the entire estate.

Inheritance and wills

Same-sex couples who are married or in a civil partnership have the same inheritance rights as heterosexual married couples. Remember that when you enter a civil partnership or get married this will cancel any existing wills and you will need to update them, although this is not the case in Scotland.

Tenancy rights

A civil partner or spouse can now take over a deceased partner’s tenancy.

Please see our free Lesbian, gay, bisexual or transgender (PDF 340 KB) information guide for more detail on these issues, and also for more information about pensions.

Further information

Downloads

Our Information guides are short and easy to digest, giving a comprehensive overview of the relevant topic. Factsheets are longer with more detail, and are aimed at professionals.

You can download other guides in our series from publications

For more information: Call Age UK Advice: 0800 678 1174

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