Inheritance pot
Set some money aside as an inheritance for loved ones or a cause you care about
How the pot works
Tell us the people or organisations you want to leave money to
We'll keep your inheritance savings invested in a long-term fund
You can change who you want to receive the money whenever you want
Questions and answers
If you have any questions, give us a call or send us a message using the Contact us link on your screen - we’re happy to help.
Don’t worry if you change your mind later - you can always move money out of this pot if you need it.
Money left in the inheritance pot is not normally subject to inheritance tax.
The inheritance pot doesn't invest in any Shariah funds. It invests in the Smart Growth - Moderate Risk Fund, which has some Environmental, Social and Governance (ESG) investments within it.
Investment fund details
Money you put in this pot is invested in the Smart Growth - Moderate Risk Fund. This fund is provided by Legal & General.
Apply in three simple steps
Discover how you could combine your retirement options with Smart Retire.
See how much you could get in retirement with a no-obligation illustration.
Complete our straightforward online application form.
That’s it - you can now start using Smart Retire to manage your money.
We’re here to help
Have a question about Smart Retire? Our friendly UK-based team is here to help.
Simply send us a secure message using the Contact us button at the bottom of your screen and we'll reply as soon as possible.
