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When someone dies, notifying J.P. Morgan Personal Investing 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 J.P. Morgan Personal Investing takes to process a bereavement notification.
J.P. Morgan Personal Investing bereavement contact details
Phone: 020 3598 1515 — Mon–Thu 9am–5:30pm, Fri 9am–4:30pm
Online: J.P. Morgan Personal Investing — what to do when someone dies
Last verified: May 2026
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Call 020 3598 1515 or review the bereavement procedure online. J.P. Morgan Personal Investing (formerly Nutmeg) is an online investment manager offering ISAs, SIPPs, and managed portfolios.
You will need a certified copy of the death certificate, the account number (from any correspondence), and your own ID and contact details.
J.P. Morgan Personal Investing will require the grant of probate or letters of administration before releasing funds. You can notify them before probate is granted.
J.P. Morgan Personal Investing will guide you through the process, which may involve completing a claim form and providing further verification.
Once all documents are verified, J.P. Morgan Personal Investing 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.
J.P. Morgan Personal Investing 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 J.P. Morgan Personal Investing 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.
J.P. Morgan Personal Investing 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 J.P. Morgan Personal Investing
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 J.P. Morgan Personal Investing promptly protects the estate from unnecessary costs.
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