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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

Alarm
No need to wait for probate
Tablet 1
Access your investment when you need
Additional Borrowing
Quicker payment of the death benefit

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.

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Also worth knowing

Next steps

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Get in touch

Contact our onshore team

+44 1707 651 122

or send an email

Contact our offshore team

+44 1624 820 200

or send an email

Monday to Friday, 9am to 5pm

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