How to register the death of a shareholder

Small estates

Many companies have special arrangements to make it easier to transfer or sell shares from estates that don't need a grant of representation. If you are going to apply for a UK grant of representation you won't be able to use the small estates procedure.

To qualify the total value of the estate must be below the inheritance tax limit and the value of any stock or shareholding shouldn't exceed £10,000.

Your first step is to write to us confirming the size of the estate and enclosing a copy of the death certificate. We'll send you the Indemnity forms that need to be countersigned on behalf of Royal Sun Alliance plc. There's a fee of £34.50 for each Indemnity that needs to be signed as well as a single, fixed administration charge of £35.25.


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