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Interactive Investor (ii) requires probate for all investment accounts, regardless of the value held. As of 2026, there is no published small-estate threshold — whether the account holds a few hundred pounds or several hundred thousand, ii will not release funds without a grant of probate or letters of administration. Contact Interactive Investor's bereavement team via the online portal at ii.co.uk/customer-service/bereavement or by calling 0345 607 6001.
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Interactive Investor (ii) is one of the UK's leading investment platforms, offering stocks and shares ISAs, SIPPs, and general investment accounts. As of 2026, ii does not apply a small-estate probate threshold. All investment accounts — ISAs, GIAs, and any cash held outside a pension wrapper — require a grant of probate or letters of administration before assets can be transferred or liquidated.
Product-specific rules:
For a full comparison of thresholds across UK institutions, see our probate threshold guide for 2026–27.
Our estate administration checklist helps you manage all document submissions across institutions.
ii encourages executors to use the online bereavement notification form where possible. This is one of the key steps in notifying financial institutions after a death.
Interactive Investor does not currently participate in the Death Notification Service (DNS). You must contact ii directly — the DNS cannot be used to notify them. As an investment platform rather than a high-street bank, ii maintains its own separate bereavement process.
Interactive Investor does not participate in the Direct Payment Scheme (DPS). If inheritance tax is due on the estate, you will need to arrange separate funding to pay HMRC before the grant of probate is issued. See our guide on probate delays and IHT interest for practical guidance.
Once Interactive Investor receives the grant of probate and all required documents, fund release typically takes 4–8 weeks. For in-specie transfers (moving investments to another platform), the timeline may be longer. The overall journey from death to receiving funds is typically 9–12 months.
For a complete timeline, see the complete UK probate guide for 2026.
If the deceased held a SIPP with Interactive Investor, the rules differ from investment accounts. SIPP death benefits are held under pension trust law and bypass the estate entirely. ii will pay death benefits to nominated beneficiaries without requiring probate.
ISAs and general investment accounts do form part of the estate and always require probate at ii. For full details on pension death benefits, see our pension death benefit guide. For help choosing how to administer the estate, see our DIY probate versus solicitor cost guide.
Fidelity always requires probate for investment accounts. Find out what documents they need, how to contact their bereavement team, and how long it takes.
AJ Bell always requires probate for investment accounts. Discover their bereavement process, required documents, DNS status, and typical timelines.
Aviva has one of the highest probate thresholds at £100,000 for life insurance and bonds. Learn the full bereavement process and documents required.
Prudential bonds have a ~£30,000 probate threshold; pensions bypass probate. Learn what documents Prudential need and how to contact their bereavement team.
Standard Life investment bonds have a ~£36,000 probate threshold; pensions bypass probate. Learn the full bereavement process, documents needed, and timelines.
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