Is the Probate Trust right for you?
Risks to consider
The value of your investment can go down as well as up and you may get back less than you invest. Tax rules depend on individual circumstances and may change.
This trust could be right for you if:
You want easy access to your money, as and when you need it
You want to avoid the need to get probate
You want your beneficiaries to receive funds before probate
This trust might not be right for you if:
You want to use the trust to reduce inheritance tax