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

How to notify Moneyfarm of a death — step by step

1. Contact Moneyfarm by email or phone

   Email bereavement@moneyfarm.com or call 0800 433 4574. Moneyfarm will freeze the account and send a bereavement information pack explaining the documentation required.

2. Provide the account holder's details

   You will need the deceased's email address (Moneyfarm login), full name, date of birth, and date of death. The bereavement pack will include a claim form to complete.

3. Submit documentation

   A certified copy of the death certificate is required. For estates going through probate, grant of probate or letters of administration will be required before funds are released.

4. Receive payment from the estate

   Moneyfarm will liquidate the managed portfolio and transfer the proceeds to the estate's designated bank account. Moneyfarm does not offer in-specie transfers as it is a managed robo-advisory service.

What documents does Moneyfarm need?

• Death certificate (certified copy)
• Deceased's email address registered with Moneyfarm
• Grant of probate or letters of administration
• Completed Moneyfarm bereavement claim form

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 Moneyfarm take?

Moneyfarm typically takes 4–6 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.

Moneyfarm is an Italian-founded fintech authorised by the FCA. In the event of Moneyfarm ceasing to trade, client assets are protected by FSCS up to £85,000 per person.

What happens after you notify Moneyfarm?

Once Moneyfarm 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.

Moneyfarm 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.

What cannot wait