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Probate trust
For quicker payment of death benefits
Introducing our Probate Trust
Before a person’s estate can be distributed, the executors must apply for probate. Waiting for probate to be granted can take a long time. Using a probate trust removes the need to get probate, so as long as there is at least one trustee, the payment of death benefits from the investment bond can be made quicker.
Key benefits
Is it right for me?
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
You'll need one of these products to use with our Probate Trust:
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.
Also worth knowing
Next steps
Need an adviser
Get a tailored quote for our products from a financial adviser. To find one, visit Unbiased.
Customer support
Find answers to commonly asked questions, helpful links, tools and contact details.
Get in touch
Contact our onshore team
+44 1707 651 122
Contact our offshore team
+44 1624 820 200
Monday to Friday, 9am to 5pm