What to do when a shareholder dies

We understand how difficult it can be when someone close to you dies, especially if you've never had to deal with things like shares before.

Bereavement Support: What to do when a shareholder dies

We’ve put this information together to help you register the death with us. After that, we can help you transfer or sell the shares to release any money (or the shares) to the estate’s beneficiaries. Alternatively you can arrange to donate the shares to charity.

There are video guides to help with each step of the process.

If you would rather receive a paper copy, you can download our step-by-step guide .

How the process works

Follow each of the steps below. We’ve included everything you need.

1

Notify us of the death

Letting us know a shareholder has died means we can update our records and put a hold on any future activity. We can also provide guidance on the next steps.

2

Provide legal documentation

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

3

Transfer, Sell or Donate the shares

There are a number of options available to you once the death has been formally registered with us. Guidance can be found in this section.

Contact us

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.

Looking for a form?

If you are looking for a form or document, please check our Useful documents page.

Useful documents

Provide your feedback

Take our short survey.​​​​​​​​​​​​​​​​​​​​​​

Provide feedback