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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.
The Moneybox pension (SIPP) is nominated in the app and passes to the nominated beneficiaries outside the estate — no grant of probate is needed to release pension death benefits. For the other Moneybox products (stocks and shares ISAs, Lifetime ISAs, cash accounts and general investment accounts), Moneybox publishes no fixed probate limit: whether a grant of probate or letters of administration is required is confirmed case by case, depending on the value and type of the account. Email hello@moneyboxapp.com to begin the bereavement process and confirm the position.
Moneybox is a savings and investment app popular with younger savers in the UK. It offers stocks and shares ISAs, Lifetime ISAs (LISAs), cash savings accounts, SIPPs, and general investment accounts. As of July 2026, Moneybox does not publish a fixed probate threshold; whether a grant of probate is needed is confirmed case by case for each account.
Product-specific rules:
For a cross-institution comparison, see our probate threshold guide for 2026–27.
Our estate administration checklist helps you stay on top of all required documents.
Moneybox is a digital-first provider and primarily handles bereavement inquiries by email. This is one of the steps in notifying financial institutions after a death.
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Moneybox does not currently participate in the Death Notification Service (DNS). You must contact Moneybox directly by email. As a digital savings and investment app rather than a traditional bank, Moneybox sits outside the DNS banking network.
Moneybox 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 guidance on managing this.
Where Moneybox confirms no grant is required, it typically releases funds within 2–4 weeks of receiving all required information. Where a grant of probate is needed, the overall timeline is typically 9–12 months once the full probate process is included.
For a full step-by-step timeline, see the complete UK probate guide for 2026.
If the deceased held a SIPP with Moneybox, the rules differ from savings and investment accounts. Moneybox SIPP death benefits are held under pension trust law and bypass the estate entirely. The trustees will pay benefits to nominated beneficiaries without requiring probate.
The Lifetime ISA (LISA) is a special case: if the deceased held a Moneybox LISA, it forms part of the estate and probate rules apply. The LISA government bonus (25% top-up) is included in the total balance payable to the estate. For full guidance on claiming pension death benefits, see our pension death benefit guide. For help with the broader estate, see our DIY probate versus solicitor cost guide.
Before you assume you need probate
Do you actually need a grant — and what would it cost?
A Moneybox balance is only part of the picture. Whether the estate needs probate at all depends on the whole picture — property, other accounts, and how everything was owned — not a single threshold. It is worth checking before you start filling in forms.
Guide reviewed July 2026. Bank thresholds change and can vary by account type — always confirm the current figure with the provider before relying on it.
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Where they normally lived, even if they died somewhere else.
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