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When someone dies, notifying Hargreaves Lansdown 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 Hargreaves Lansdown takes to process a bereavement notification.
Hargreaves Lansdown bereavement contact details
Phone: 0117 906 7806 — Mon–Fri 8am–5pm, Sat 9:30am–12:30pm
Online: Hargreaves Lansdown bereavement form
Last verified: May 2026
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Call 0117 906 7806 or use the online bereavement form. Hargreaves Lansdown (HL) is the UK's largest investment platform, managing ISAs, SIPPs, and general investment accounts.
You will need a certified copy of the death certificate, the HL account number or client reference, and your own ID and contact details. HL will send out a bereavement claim form.
Once probate has been granted (or letters of administration issued), send a certified copy to HL. This authorises you to deal with the investment account.
You can choose to sell the investments and transfer the cash to the estate, or transfer the investments in specie to a beneficiary's HL account. HL will guide you through the options.
Once all documents are received and instructions given, HL will close the account and distribute 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.
Hargreaves Lansdown 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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Once Hargreaves Lansdown 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.
Hargreaves Lansdown 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 Hargreaves Lansdown
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 Hargreaves Lansdown promptly protects the estate from unnecessary costs.
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