Posted: Friday, 4 January 2019 @ 13:43
One of the issues which people face when someone dies is not only dealing with the grief of their situation but the uncertainty of whether probate is required.
As the Telegraph has pointed out different institutions take different positions.
Look at these different thresholds and approaches applied:
Aberdeen Standard Investments -£75000
Aegon Probate always required for Isas and 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
Nationwide - £30000
Sainsbury's Bank -£20000
Santander -£50000