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Farra publishes information about death administration in England and Wales. It is not legal, financial or tax advice, and we are not solicitors — for a disputed will or a complicated estate, speak to one.

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Farra is a death administration assistant for UK families. Get step-by-step guidance for registering a death, applying for probate, notifying banks, and managing bereavement admin. From essential documents to practical checklists, Farra simplifies estate paperwork and funeral-related tasks so you can focus on what matters.

Financial & Banking

Managing financial accounts and assets after a death involves navigating banks, pension providers, HMRC, and investment platforms. Our guides walk you through every step.

16 guides

All guides

Council House Tenancy After Death: Who Can Take Over the TenancyCan you take over a council tenancy when the tenant dies? Succession rights, the one-succession rule, eligibility, and applying to the local authority.
Credit Card Debt After Death: Who Is Responsible and What to DoIs the family liable for a deceased person's credit card debt? Who is responsible, how to notify the card company, and what happens to the balance.
DWP Claiming Back Overpaid Benefits After Death: What Families Must KnowReceived a DWP letter demanding repayment of benefits after a death? What the estate owes, whether family are personally liable, and how to challenge the claim.
Endowment Policies After Death: How to Claim and What They Are WorthHow to find and claim an endowment policy as part of an estate. Tracing old policies, contacting insurers, and the tax treatment of payouts.
Final Salary Pension After Death: What the Surviving Spouse ReceivesWhat happens to a defined benefit (final salary) pension when the member dies. Survivor's pension, lump sum, and how to make a claim.
Fixed-Rate Savings Accounts After Death: Early Access RulesCan you close a fixed-rate savings account early when the account holder dies? Bank policies, documentation needed, and how to access funds.
Funeral Expenses Payment: How to Apply for DWP Help with Funeral CostsHow to apply for a DWP Funeral Expenses Payment. Eligibility, how much is paid, the SF200 claim form, the 6-month deadline, and estate recovery.
Life Insurance Written in Trust: How to Claim Without ProbateHow to claim a life insurance policy written in trust. Why it bypasses the estate and probate, the claim process, and common problems to watch for.
New Bank Rules for Bereaved Families: The 2026 Estate Administration Protocol ExplainedUK Finance published a new estate administration protocol in February 2026, giving bereaved families and executors clearer rights and faster timelines when dealing with banks after a death.
Pension Credit and Council Tax Reduction After Your Partner DiesHow Pension Credit and council tax reduction change when a partner dies. The 12-week bereavement run-on, single person discount, and how to reclaim.
Pension Death Benefits: Nomination Forms and How to Ensure Your Family Gets PaidHow pension death benefits work in the UK. Nomination forms, trustee discretion, death in service benefits, and what happens if there is no nomination.
Personal Loans After Death: Does the Debt Die With Them?What happens to personal loans when someone dies. Who is responsible, whether family are liable, how to notify the lender, and insolvent estate rules.
Premium Bonds After Death: How to Claim and What Happens to PrizesHow to claim NS&I Premium Bonds after someone dies. Whether prizes are still paid, the NS&I claim process, and whether probate is required.
Tracing Dormant or Unknown Bank Accounts of Someone Who Has DiedHow to find unknown or dormant bank accounts belonging to someone who has died. My Lost Account service, Dormant Assets Scheme, and NS&I tracing.
What Happens to a Stocks and Shares ISA When Someone Dies?Guide to stocks and shares ISAs after death. Tax-sheltered status, the Additional Permitted Subscription allowance for spouses, and the transfer process.
What Happens to Shares and Investment Portfolios After Death?How to value, transfer, and sell shares and investment portfolios as part of an estate. Quarter-up valuation, registrars, and CGT uplift on death.