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Home > Shareholder services > Manage an Estate

Manage an Estate

Managing an Estate of a deceased shareholder is a two stage process; Notification and Registration.

Notification of Death
On instruction, notification of a shareholder's death can be applied to a shareholding. This will enable us to place a temporary restriction on the register.

Registration of Death
Formal registration of the shareholder's death is then required to enable the appointed legal representative(s) to sell or transfer the shares as appropriate. The death can be registered by either using the Small Estates service or by providing the Grant of Representation.

If the appointed legal representative is now deceased, please let us know and we will provide you with details of the Registration process.

Share Valuation
Our Share Valuation Service may be of use to you at any point within the Estates process. For more information about this service, please read the details within the ‘Obtain an Estate Valuation’ tab below.

 

To find out about our Bereavement Services click here.

How to...

Need more help?

​If the information or FAQs on this page don't answer your question, you can contact us in any of the following ways:

Online

OnlineNotification of Death query

Registration of Death query

 

Phone

Phone0371 384 2030

International callers:
+44 121 415 7047

Textel/ Minicom:
0371 384 2255

Lines are open Monday to Friday 8.30am to 5.30pm; excluding UK Bank Holidays.

Post

Post Equiniti
Aspect House
Spencer Road
Lancing
BN99 6DA
UK

Please include your Shareholder Reference (if you have one). This is the eleven digit number found on your share certificate, share statement, recent dividend information or correspondence.