Confirm the details of the death

In order for us to accept further instruction(s), we will need to send us formal documentation. More information can be found in this section.

What do I need to provide?

Before we can transfer or sell the shares, we need to know who is allowed to act on behalf of the estate by seeing a Grant of Representation (or 'Confirmation' in Scotland). This is a legal document issued by the probate court (often called Grant of Probate or Letter of Administration). If a Grant of Representation is not being provided, you might be able to use our Small Estate Service instead.

UK Grant of Representation

You can use this service if you have been issued with any of the following:

Grant of Probate;
Letters of Administration;
Certificate of Confirmation (Scotland);
A Grant of Representation issued by a Commonwealth country/territory if it has been resealed in the UK High Court of Justice.

Find out more

Small Estate Service

You can use this service if:

A UK Grant of Representation hasn’t been issued
You are the next of kin or Executor(s) of the deceased holder
The value of the holding(s) in each company, was less than £20,000 at the date of death
No inheritance tax is payable on the deceased’s UK estate

Find out more

UK Grant of Representation

What do I need to do next?

Please send one of these original documents to us, along with a covering letter including:

Shareholder full name
Shareholder full address and any previous addresses
Your name and address (informant)
Date of death
Any known shareholder reference numbers (usually 11 digits)
Any known companies in which the shares were held
Instructions of who to make any outstanding payments payable to (please note: A fee may be charged for reissued Payments)
Instructions of what the executor(s) are to do with the shares (Please see Step 3: Sell, Transfer, Donate)
Please make sure the letter is signed by all executors named on the Probate

EQUINITI
Aspect House
Spencer Road, Lancing
BN99 6DA
UK

We take a copy of the Grant for our records and send it back to you within five working days.

Small Estates service

What do I need to do next?

1.Download the Equiniti Small Estate Declaration and Indemnity form

An Additional Holdings form will also be required to provide details on multiple shareholdings
For Shares held in Santander please use the Santander Small Estate Declaration and Indemnity form

2.Complete the form using the guidance notes available

3.Pay the Small Estates Fees

Details of how to make the payment can be found on the Small Estates form
Find out how to calculate the fees payable: List of fees

4.Once complete, post the form back to us at:

EQUINITI
Aspect House
Spencer Road, Lancing
BN99 6DA
UK

5.We update our records

We will update the holding(s) to show the details of the person(s) authorised to act on behalf of the estate. From then on, only they can approve transfers or sales of the shares.

If you need a bit of extra support understanding the fees involved for the Small Estates Service, get in touch by email, phone or post and we will send you the form with the fees calculated for you.

EMAIL US CALL US POST

You can email us to request a Small Estate Declaration and Indemnity form with the fees calculated for you.

You will receive a response within 10 business days.

Where possible, please provide the following information when contacting us:

Shareholder full name
Shareholder full address and any previous addresses
Your name and address (informant)
Date of death
Any known shareholder reference numbers (usually 11 digits)
Any known companies in which the shares were held
Please also confirm if Probate has been obtained or if it will be needed for any other part of the deceased estate?

You can call our Bereavement Helpline to request a Small Estate Declaration and Indemnity form with the fees calculated for you.:

Mon - Fri 8:30am - 5:30pm

0371 384 2793

From outside of UK

+44 121 415 0875

Where possible, please provide the following information when contacting us:

Shareholder full name
Shareholder full address and any previous addresses
Your name and address (informant)
Date of death
Any known shareholder reference numbers (usually 11 digits)
Any known companies in which the shares were held
Please also confirm if Probate has been obtained or if it will be needed for any other part of the deceased estate?

You can write to us to request a Small Estate Declaration and Indemnity form with the fees calculated for you.

You will receive a responce within 10 working days

Where possible, please provide the following information when contacting us:

Shareholder full name
Shareholder full address and any previous addresses
Your name and address (informant)
Date of death
Any known shareholder reference numbers (usually 11 digits)
Any known companies in which the shares were held
Please also confirm if Probate has been obtained or if it will be needed for any other part of the deceased estate?
Please send the original death certificate (which will be returned to you within 5 working days)

EQUINITI
Aspect House
Spencer Road, Lancing
BN99 6DA
UK