How to Notify Bestinvest of a Death: Investment Platform Bereavement Guide 2026

How to notify Bestinvest of a death — step by step

1. Contact Bestinvest by phone or email

   Call 020 7189 9999 or email cs@bestinvest.co.uk. Bestinvest will freeze the account and advise on the documentation required.

2. Provide account details and death certificate

   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.

3. Confirm estate authority

   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.

4. Transfer or redeem investments

   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.

What documents does Bestinvest need?

• Death certificate (certified copy)
• Bestinvest account number
• Grant of probate or letters of administration
• Completed bereavement form from 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.

How long does Bestinvest take?

Bestinvest typically takes 4–8 weeks to process a bereavement notification once all required documents have been received.

During this period, accounts or services will typically be frozen until the estate is administered. This 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.

What happens after you notify Bestinvest?

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.

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