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Will Trustees and Creditworthiness

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  • bobster2
    bobster2 Posts: 986 Forumite
    Sixth Anniversary 500 Posts Photogenic Name Dropper
    edited 16 July 2024 at 10:18PM
    From memory Lloyds and Cater Allen said that the credit records would be linked.  I recently set up a similar estate account, just myself and one other, at Lloyd's and the scrutiny was unbelievable. 
     
    Estate (executor) accounts are different. A few more places do those. 
    For trustee savings accounts try Metrobank and Skipton, Bath, and perhaps Cambridgeshire Building Societies. For Cater Allen I thought it was necessary to go through an intermediary (e.g. IFA).
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