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.
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When someone dies, notifying Bestinvest is one of the key tasks for the executor or next of kin. This guide explains exactly who to contact, what to say, what documents you will need, and how long Bestinvest takes to process a bereavement notification.
Bestinvest bereavement contact details
Phone: 020 7189 9999 — Mon–Fri 9am–5pm
Email: cs@bestinvest.co.uk
Last verified: June 2026
Spotted a change? Email our team if a number, email, or link on this page is out of date and we'll update it straight away.
Call 020 7189 9999 or email cs@bestinvest.co.uk. Bestinvest will freeze the account and advise on the documentation required.
You will need the deceased's Bestinvest account number, full name, date of birth, date of death, and a certified copy of the death certificate. Bestinvest will send you a bereavement form to complete.
For estates requiring probate, provide the grant of probate or letters of administration. Bestinvest may be able to release smaller amounts without probate under a small estates declaration — ask about their current threshold.
Choose whether to transfer investments to beneficiaries or redeem them. A surviving spouse or civil partner may claim an APS for ISA assets held with Bestinvest.
Have multiple certified copies of the death certificate ready. Banks and financial institutions each require an original or certified copy — you cannot usually pass a single copy between organisations. See our guide to how many death certificates you need.
Bestinvest does not publish a processing time, so we do not give one. Ask when you notify them, and ask for a reference so you can chase it.
Accounts or services are usually frozen until the estate is administered, which means no new transactions can be authorised.
Bestinvest rebranded from The Share Centre following the Evelyn Partners restructure. If the deceased had a Share Centre account, contact Bestinvest using the same details.
Once Bestinvest receives your notification and confirms receipt, the account or service will be frozen and no new transactions will be authorised. Estate administration can then begin.
Bestinvest will freeze the account and write to you with the documents required to transfer or encash the investments. You will typically need to provide a grant of probate (or letters of administration) and certified copies of the death certificate before assets can be released to the estate. ISA investments lose their tax-free wrapper on death but may benefit from an Additional Permitted Subscription (APS) allowance for a surviving spouse or civil partner.
Do not delay notifying Bestinvest
Direct debits and standing orders may continue to be charged after death. Some organisations treat the estate as the debtor for any charges incurred before notification. Notifying Bestinvest promptly protects the estate from unnecessary costs.
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