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Farra is a death administration assistant for UK families. Get step-by-step guidance for registering a death, applying for probate, notifying banks, and managing bereavement admin. From essential documents to practical checklists, Farra simplifies estate paperwork and funeral-related tasks so you can focus on what matters.

Bank Probate Thresholds

One of the most common questions executors face is whether a specific bank or financial institution requires a grant of probate before releasing funds. The answer varies — some banks release up to £50,000 without probate, while others require it for any amount. Find your institution below.

55 guides

All guides

Does abrdn (now Aberdeen) Require Probate? Threshold and Bereavement GuideWhether Aberdeen (formerly abrdn) asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Aegon Require Probate? Threshold and Bereavement GuideAegon investment accounts always require probate; pensions bypass probate. Learn what documents Aegon need, their bereavement contact details, and fund release timelines.
Does AJ Bell Require Probate? Threshold and Bereavement GuideA SIPP passes to beneficiaries outside the estate, and AJ Bell publishes no fixed probate limit for ISAs or investment accounts. Discover their bereavement process, required documents, DNS status, and typical timelines.
Does Aldermore Bank Require Probate? Threshold and Bereavement GuideWhether Aldermore Bank's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Atom Bank Require Probate? Threshold and Bereavement GuideWhether Atom Bank publishes no fixed asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Aviva Require Probate? Threshold and Bereavement GuideWhether Aviva asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Barclays Require Probate? Threshold and Bereavement GuideWhether Barclays asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Charter Savings Bank Require Probate? Threshold GuideWhether Charter Savings Bank's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Chase UK Require Probate? Threshold and Bereavement GuideWhether Chase UK asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Co-op Bank Require Probate? Threshold and Bereavement GuideWhether Co-op Bank asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Fidelity Require Probate? Threshold and Bereavement GuideWhether Fidelity asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does First Direct Require Probate? Threshold and Bereavement Guidefirst direct publishes £50,000 where there is a will and £25,000 where there is not — the same limits as HSBC — and still says it may ask for a grant. What documents it needs and how to reach its bereavement team.
Does Ford Money Require Probate? Threshold and Bereavement GuideFord Money operates a small-estates probate threshold but does not publish the exact figure (verified July 2026) — confirm directly. Learn what documents Ford Money requires, how to contact their bereavement team, and how long fund release takes.
Does Freetrade Require Probate? Threshold and Bereavement GuideFreetrade always requires a grant of probate for investment accounts — there is no small-estate threshold. Learn what documents Freetrade requires, how to contact their bereavement team, and how long it takes to release assets.
Does Halifax Require Probate? Threshold and Bereavement GuideWhether Halifax asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Hargreaves Lansdown Require Probate? Threshold and Bereavement GuideWhether Hargreaves Lansdown asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does HSBC Require Probate? Threshold and Bereavement GuideWhether HSBC asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does ICICI Bank UK Require Probate? Threshold and Bereavement GuideWhether ICICI Bank UK's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Interactive Investor Require Probate? Threshold and Bereavement GuideInteractive Investor (ii) always requires probate for investment accounts. Learn their bereavement process, required documents, and typical timelines for releasing funds.
Does Investec Require Probate? Threshold and Bereavement GuideWhether Investec confirms no fixed savings asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Legal & General Require Probate? Threshold and Bereavement GuideWhether Legal & General asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Lloyds Require Probate? Threshold and Bereavement GuideWhether Lloyds Bank asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does M&G Investments Require Probate? Threshold and Bereavement GuideWhether M&G Investments asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does M&S Bank Require Probate? Threshold and Bereavement GuideWhether M&S Bank asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Metro Bank Require Probate? Threshold and Bereavement GuideWhether Metro Bank asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Moneybox Require Probate? Threshold and Bereavement GuideThe Moneybox pension is nominated in-app and passes outside the estate; Moneybox publishes no fixed probate limit for ISAs, LISAs or GIAs. Learn the bereavement process, what documents you need, and how long fund release takes.
Does Monzo Require Probate? Threshold and Bereavement GuideWhether Monzo asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Nationwide Require Probate? Threshold and Bereavement GuideWhether Nationwide Building Society asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does NatWest Require Probate? Threshold and Bereavement GuideWhether NatWest asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does NEST Pension Require Probate? Death Benefit GuideNEST is a master trust, so a death benefit is usually paid outside the estate and outside probate — but NEST offers a binding nomination as well as an expression of wish, and a binding nomination usually brings the pot into the estate for inheritance tax. What the difference means, how to claim, and what NEST asks for.
Does Newcastle Building Society Require Probate?Whether Newcastle Building Society's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does NS&I Require Probate? Premium Bonds Threshold GuideWhether NS&I asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Nutmeg Require Probate? Threshold and Bereavement GuideNutmeg always requires probate for investment accounts. Find out what documents you need, how to contact Nutmeg's bereavement team, and how long fund release takes.
Does Paragon Bank Require Probate? Threshold and Bereavement GuideWhether Paragon Bank's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Post Office Savings Require Probate? Threshold and Bereavement GuidePost Office publishes £30,000 for its savings accounts, while Bank of Ireland UK's own-brand figure is £50,000 — so establish which terms apply. What documents are needed and how to reach the bereavement team.
Does Prudential Require Probate? Threshold and Bereavement GuidePrudential (M&G) pensions and PruFund pass outside the estate; M&G publishes no fixed probate limit for investment bonds. Learn what documents Prudential need and how to contact their bereavement team.
Does Revolut Require Probate? Threshold and Bereavement GuideWhether Revolut asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Royal London Require Probate? Threshold and Bereavement GuideRoyal London pension death benefits are normally paid at the provider's discretion and pass outside the estate; there is no fixed probate figure for life cover paid to the estate. Documents required, DNS status, and how Royal London routes bereavement calls by product.
Does Sainsbury's Bank Require Probate? Threshold and Bereavement GuideWhether Sainsbury's Bank's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Santander Require Probate? Threshold and Bereavement GuideWhether Santander asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Scottish Widows Require Probate? Threshold and Bereavement GuideWhether Scottish Widows asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Shawbrook Bank Require Probate? Threshold and Bereavement GuideShawbrook Bank publishes no fixed probate threshold (verified July 2026) — it decides case by case. Learn what documents Shawbrook Bank requires, how to contact their bereavement team, and how long fund release takes.
Does Skipton Building Society Require Probate? Threshold GuideWhether Skipton Building Society's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Standard Life Require Probate? Threshold and Bereavement GuideStandard Life pension death benefits pass outside the estate; Standard Life publishes no fixed probate figure, though probate may be needed for larger lump-sum claims. Learn the full bereavement process, documents needed, and timelines.
Does Starling Bank Require Probate? Threshold and Bereavement GuideWhether Starling Bank asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Tesco Bank Require Probate? Threshold and Bereavement GuideWhether Tesco Bank's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Trading 212 Require Probate? Threshold and Bereavement GuideTrading 212 always requires probate for investment accounts. Learn what documents Trading 212 requires, how to contact their bereavement team, and how long it takes to release assets.
Does Triodos Bank Require Probate? Threshold and Bereavement GuideWhether Triodos Bank's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does TSB Require Probate? Threshold and Bereavement GuideWhether TSB publishes no fixed asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Vanguard Require Probate? Threshold and Bereavement GuideWhether Vanguard asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Virgin Money Require Probate? Threshold and Bereavement GuideWhether Virgin Money asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does West Bromwich Building Society Require Probate?Whether West Bromwich Building Society's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Yorkshire Building Society Require Probate? Threshold GuideWhether Yorkshire Building Society's asks for a grant of probate before releasing funds, what it publishes about its own limit, the documents it requires, and how to reach its bereavement team.
Does Zopa Bank Require Probate? Threshold and Bereavement GuideZopa Bank publishes no fixed probate threshold and generally requires probate (verified July 2026) — confirm directly. Learn what documents Zopa Bank requires, how to contact their bereavement team, and how long fund release takes.
Does Zurich Require Probate? Threshold and Bereavement GuideZurich pensions and policies written in trust pay beneficiaries outside the estate; a policy not in trust needs a grant, with no fixed figure published. Learn the bereavement process, required documents, and typical timelines.