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 Charles Stanley 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 Charles Stanley takes to process a bereavement notification.
Charles Stanley bereavement contact details
Phone: 020 7739 8200 — Mon–Fri 8am–5:30pm
Call 020 7739 8200 or email bereavement@charles-stanley.co.uk. Charles Stanley provides a dedicated bereavement service and will assign a case manager to guide you through the process.
You will need the deceased's Charles Stanley account number (from any correspondence or statements), full name, date of birth, and date of death. If the deceased had a discretionary managed portfolio or advisory service, the client relationship manager may also need to be informed.
For most estates, grant of probate or letters of administration will be required before Charles Stanley can release or transfer assets. They will advise on the threshold for their small estate procedures.
Beneficiaries can choose to transfer investments in specie to their own accounts or request that the portfolio be liquidated and the proceeds paid to the estate. Charles Stanley will advise on tax implications of each approach.
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.
Charles Stanley 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.
Charles Stanley merged with Raymond James UK in 2022. Branding may be transitioning — accounts may show as Charles Stanley or Raymond James. Use the same contact details.
Once Charles Stanley 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.
Charles Stanley 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 Charles Stanley
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 Charles Stanley promptly protects the estate from unnecessary costs.
Hargreaves Lansdown bereavement: 0117 900 9000 (Mon–Fri 8am–5pm). ISAs, SIPPs, investments. Grant of probate required. APS option for surviving spouse. Full guide.
Vanguard bereavement: 0800 587 0460 (Mon–Fri 9am–5pm). ISAs, SIPPs, index funds. Grant of probate required. APS for surviving spouse. What documents needed. Full step-by-step guide.
interactive investor (ii) bereavement: 0345 607 6001 (Mon–Fri 8am–6pm). ISAs, SIPPs, trading accounts. Grant of probate required. APS for surviving spouse. Full guide.
Trading 212 bereavement: online only — email support@trading212.com. No phone. ISAs and investment accounts. Grant of probate required. APS for surviving spouse. Full guide.
Freetrade bereavement: online only via deceased account form. App-based platform, no phone. Grant of probate required. APS for surviving spouse. Full step-by-step guide.
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