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When someone dies, notifying Freetrade 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 Freetrade takes to process a bereavement notification.
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Freetrade is an app-based investment platform with no dedicated phone line. Use the online deceased account form to begin the bereavement process.
You will need a certified copy of the death certificate (a scan is typically accepted), the email address associated with the Freetrade account, and your own ID and contact details.
Freetrade will require the grant of probate or letters of administration before releasing any funds. You can start the process before probate is obtained.
Freetrade will guide you through their process, which is conducted entirely online and in-app.
Once all documents are verified, Freetrade will close the account and transfer the proceeds. The process typically takes 3–6 weeks.
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.
Freetrade typically takes 3–6 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.
ISA investments are not tax-free after death for the estate, but a surviving spouse or civil partner can inherit an ISA's tax-free status through an Additional Permitted Subscription (APS). Notify the provider early to preserve this option.
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Answer a few questions and get a personalised probate plan for £179.
Once Freetrade 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.
Freetrade 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 Freetrade
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 Freetrade promptly protects the estate from unnecessary costs.
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