Financial services providers' probate thresholds

Rubik

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)

Flugelhorn

Thanks for the list - RBS was at least 20k but I am not sure how much more