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Financial services providers' probate thresholds
Rubik
Posts: 315 Forumite
I thought this information would be useful to those who are dealing with an estate.
Financial services providers' probate thresholds
Provider Threshold
Aberdeen Standard Investments - £75000
Aegon - Probate always required for Isas & GIAs but not for Sipps
AJ Bell - Case by case
Alliance Trust Savings - £25000
Aviva - £50000
Barclays - £50000
Best Invest - Probate always required
Fidelity - £25000
First Direct Bank - Case by case
Hargreaves Lansdown - £35000
HSBC - Case by case
Interactive Investors - £15000 (£30000 in Scotland)
Legal & General - £25000
Lloyds Group - £50000
M&S Bank - Case by case
Moneyfarm - Probate always required
Nationwide - £30000
NS&I - £5000
Nutmeg - £5000
PensionBee - Case by case
Post Office - £30000
Prudential - £20000 (£40000 for solicitors)
Quilter (formally Old Mutual Wealth) - £30000
NatWest Group - £25000
Royal London - £100000
Sainsbury's Bank - £20000
Santander - £50000
Share Centre - £15000
Skipton Building Society - £30000
Tesco Bank - £25000
True Potential - Probate always required
TSB Bank - £25000
Virgin Money - £35000
Wesleyan - Case by case
Yorkshire Building Society - £20000
Zurich - £75000 (£150000 for solicitors)
Financial services providers' probate thresholds
Provider Threshold
Aberdeen Standard Investments - £75000
Aegon - Probate always required for Isas & GIAs but not for Sipps
AJ Bell - Case by case
Alliance Trust Savings - £25000
Aviva - £50000
Barclays - £50000
Best Invest - Probate always required
Fidelity - £25000
First Direct Bank - Case by case
Hargreaves Lansdown - £35000
HSBC - Case by case
Interactive Investors - £15000 (£30000 in Scotland)
Legal & General - £25000
Lloyds Group - £50000
M&S Bank - Case by case
Moneyfarm - Probate always required
Nationwide - £30000
NS&I - £5000
Nutmeg - £5000
PensionBee - Case by case
Post Office - £30000
Prudential - £20000 (£40000 for solicitors)
Quilter (formally Old Mutual Wealth) - £30000
NatWest Group - £25000
Royal London - £100000
Sainsbury's Bank - £20000
Santander - £50000
Share Centre - £15000
Skipton Building Society - £30000
Tesco Bank - £25000
True Potential - Probate always required
TSB Bank - £25000
Virgin Money - £35000
Wesleyan - Case by case
Yorkshire Building Society - £20000
Zurich - £75000 (£150000 for solicitors)
0
Comments
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Thanks for the list - RBS was at least 20k but I am not sure how much more0
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