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When someone dies, notifying interactive investor 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 interactive investor takes to process a bereavement notification.
interactive investor bereavement contact details
Phone: 0345 607 6001 — Mon–Fri 8am–6pm
Online: ii bereavement form
Last verified: May 2026
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Call 0345 607 6001 or use the online bereavement form. interactive investor (ii) is one of the UK's largest investment platforms, offering ISAs, SIPPs, and trading accounts.
You will need a certified copy of the death certificate, the ii account number (from any correspondence), and your own ID and contact details.
The grant of probate or letters of administration will be required before ii can release funds. You can notify ii before probate is obtained.
ii will send a bereavement claim form. Complete this and return it with all required documents.
Once all documents are verified, ii 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.
interactive investor 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.
Not sure what you need to do next?
Answer a few questions and get a personalised probate plan for £179.
Once interactive investor 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.
interactive investor 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 interactive investor
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 interactive investor promptly protects the estate from unnecessary costs.
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