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Bereavement

Grant of Probate

I have a joint account but my spouse has passed away. Do I still have to provide you with a grant of probate?
If the value of the funds is under £20,000, will I need a grant of probate?
What if I need to pay inheritance tax?
What happens if the deposit reaches maturity before we receive the grant of probate?
How do I apply for a grant of probate?
What is a grant of probate?

ISAs

What is an Additional Permitted Subscription (APS)?
How does APS work?
Does the APS affect your ISA allowance for the current tax year?
Can I use my APS with another provider?

Wills

What do you have to do as executor/administrator of a person's will?
What if there isn't a will?
When someone dies, who should take responsibility for the administration?

Accessing funds

As an executor or administrator how do I access the funds the deceased may have held with you?
Can I access funds to pay for funeral expenses?

Further support

After a bereavement, who can I turn to for further support?

Can't find your answer?

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Close Brothers Savings is a trading style of Close Brothers Limited (‘CBL’), a subsidiary of Close Brothers Group plc. CBL is registered in England and Wales with company number 00195626 and registered office at 10 Crown Place, London EC2A 4FT. Close Brothers Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority, firm reference number 124750. © Copyright 2024 Close Brothers Savings