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 Moneyfarm 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 Moneyfarm takes to process a bereavement notification.
Moneyfarm bereavement contact details
Phone: 0800 433 4574 — Mon–Fri 9am–6pm
Email: bereavement@moneyfarm.com
Last verified: June 2026
Spotted a change? Email our team if a number, email, or link on this page is out of date and we'll update it straight away.
Email bereavement@moneyfarm.com or call 0800 433 4574. Moneyfarm will freeze the account and send a bereavement information pack explaining the documentation required.
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.
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.
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.
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.
Moneyfarm does not publish a processing time, so we do not give one. Ask when you notify them, and ask for a reference so you can chase it.
Accounts or services are usually frozen until the estate is administered, which 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.
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.
Do not delay notifying Moneyfarm
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 Moneyfarm promptly protects the estate from unnecessary costs.
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