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Advanced Inheritance earns 5 Star clean sweep from Defaqto

Probate lending specialist Advanced Inheritance has achieved the highest 5 Star Rating across its entire range of loans following Defaqto’s reintroduction of its Short Term Probate Loan Star Ratings.

The independent ratings recognise the features and benefits offered across Advanced Inheritance’s product range, including customer safeguards and support services.

Advanced Inheritance is a fast-growing lender whose loans are available directly to customers and through specialist finance brokers. The company allows beneficiaries and personal representatives to access funds from estates after somebody has died and before the completion of probate, helping families and law firms at some of the most challenging times.

Dan Baines, CEO of Advanced Inheritance, said:

We’ve always believed customers shouldn’t have to choose between great service and great value. Receiving Defaqto’s highest 5-Star Rating across our entire product range is a significant milestone for our business. It’s independent recognition of the work our team has put into creating products that lead the way in helping executors and beneficiaries at a difficult time.

Katie Brain, Insight Consultant at Defaqto, commented:

As changes to inheritance tax on pensions come into effect from April 2027, we expect greater awareness of the specialist funding options available to executors and beneficiaries. Reintroducing Defaqto’s Star Ratings for Short Term Probate Loans provides advisers and consumers with an independent assessment of the features and benefits offered by these products, making it easier to compare options with confidence. Advanced Inheritance’s achievement of a five star rating across its full product range reflects the strength of its offering against our assessment criteria.

The ratings represent another milestone for Advanced Inheritance, which is on course to more than double its annual lending in 2026.

As independent product assessments become increasingly important to consumers, Defaqto’s move to assess probate loans provides a recognised benchmark of quality in a growing and evolving sector.