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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 the Equiniti (EQ) Small Estates Service if all the following criteria are met:

  • The value of the holding(s) in each company is < £50,000. The value is the shares and any outstanding payments. You can find share prices online or you can use our Share Valuation Service. Visit Obtain a share valuation
  • No inheritance tax is payable on the deceased’s UK estate. Visit www.gov.uk/inheritance-tax for further guidance
  • You are the Next of Kin(s) or Executor(s) named in the will. There is a precedence in the UK for Next of Kin(s). Please visit www.gov.uk/inherits-someone-dies-without-will for more information
  • No Grant of Probate has been issued and there is no intention to obtain one.
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 one of the following forms and complete using the guidance notes:

2. For the Equiniti (EQ) Small Estates form only:

3.Pay the Small Estates Fees

  • Please refer to the Small Estates Form about our fees and how they can be paid. For further information on calculating our fees, please click here: List of fees

4.Once complete return the form and any supporting documentation detailed in the Checklist to us at:

EQUINITI
Aspect House
Spencer Road, Lancing
BN99 6DA
UK

If you require any additional support, please contact us. You will need to have the following information to hand:

  • Full Name of the Deceased Shareholder
  • Full address and any previous addresses for the Deceased Shareholder
  • Date of death
  • Your name and address (informant)
  • Any known shareholder reference numbers (usually 11 digits)
  • All known companies in which the shares were held

5.Once we receive the Small Estates Form and accompanying documentation, we will:

  • Update the holding(s) to show the details of the person(s) authorised to act on behalf of the estate
  • Arrange to send any outstanding payments
  • Close the shareholding(s)/scheme(s) as requested

Bereavement Support:

​​​​​​​​​​​​​​​​​​​​​​​​​​

1

Notify us of the death

2

Confirm the details of the death

3

Transfer, Sell or Donate the shares

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Online support

To start a live chat, select the 'Chat now' button below.

Chat availability is from 8:30 am to 5:30 pm Monday to Friday, excluding public holidays in England and Wales. Please note this service will be in English only.

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Need extra help?

For help and advice you can call or email us.

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Mon - Fri 8:30 - 17:30
Exl. UK Bank holidays

0371 384 2793​



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Looking for a document?

If you are looking for a form or document in relation to share dealing, please check our Useful documents page.