If a Grant of Representation is not being obtained, then you may be able to use our small estate procedure. Please note the following criteria must be met to use the small estate process:

• The value of the shareholding in each company is less than £10,000.
• The total value of the deceased UK estate is no more than the inheritance tax limit and no inheritance tax is payable.
• Shares are transferred to the Next of Kin.

If the criteria cannot be met then a Grant of Representation must be provided. Please call our Shareholder Helpline on 0871 384 2030* (open between 8.30am and 5.30pm each business day) to request a small estates form.

There may be a fee payable for dealing with a Small Estate.

*Calls to 0871 telephone numbers are charged at 8p per minute from a BT landline. Other telephony providers' costs may vary.