For UK Financial Adviser only - not approved for use by retail customers. Visit our customer website.
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Probate Trust

Features

The Probate Trust is designed to speed up the payment of policy proceeds on death by avoiding the need for probate in respect of the trustee owned policy.

  • Provides access to the bond throughout the client's lifetime
  • Allows speedy access to the funds for their family when the client dies
  • Avoids the need to obtain a Grant of Representation (Probate/Letters of Administration) in respect of the bond when the client dies
  • Available through Prudential Investment Plan, Prudential Onshore Portfolio Bond, Prudential International Investment Bond, Prudential International Investment Portfolio

For UK Adviser Use Only - Not Approved For Use With Clients