Estate Administration & Probate Services from The Share Centre

Please remember: Our website can help you make informed decisions, not provide personalised advice. If your investments fall in value, you could lose money.
Tax allowances and the benefits of tax-efficient accounts could change.

Estates service

The death of someone close is always a difficult time.  When you’re already experiencing grief, dealing with practical matters and making financial decisions can seem overwhelming.  We have a dedicated Estates Team that are here to make the process as easy as possible.

What to do:

What we will do:

  • Valuate any assets held with us at the date of death
  • Provide a current account valuation and cash statement
  • Advise of fees and specific details regarding the holdings and any additional information that may affect the disposal instructions.
  • Provide an instruction form listing all options available for the investments and cash.

Once UK Grant of Probate or Certificate of Confirmation (for Scottish residents) is granted we will need:

  • An original or sealed office copy of the UK Grant of Probate or Certificate of Confirmation and a completed instruction form signed by all the named Executors on the Probate / Confirmation.

When we close the account(s) we will provide:

  • BACS or cheque payment (if applicable)
  • Closing cash statements
  • Tax deduction certificates (if applicable)

We offer and accept the Additional Permitted Subscription:

  • With effect from 6 April 2015, where a person holding an ISA died on or after 3 December 2014 and that person was married or in a civil partnership, the surviving spouse/civil partner is entitled to an additional ISA allowance.
  • The additional allowance is equal to the value of the ISA(s) held by their spouse/civil partner as at the date of death (even where the spouse/civil partner does not actually inherit the ISA).
  • A certificate of Entitlement will be provided where applicable

Kings Court Trust Corporation

To assist your family in what can be an extremely difficult time, The Share Centre has teamed up with Kings Court Trust Corporation - a leading expert in estate administration and probate.

Kings Court provide an efficient probate and estate administration service for your peace of mind. They will be able to:

  • Tell you all about probate and whether you need to apply
  • Provide help and advice to help make the probate process as stress free and efficient as possible
  • Offer a no obligation home visit to assess your probate, legal and tax needs - at your convenience
  • Handle the estate and carry out the entire probate process as quickly as possible
  • Agree in advance a fixed fee for handling the probate for you so you know exactly what you're paying for

 
For more information about probate and estate management please call Kings Court Trust on 0300 303 9000. You should note that probate services are not regulated by the Financial Conduct Authority (FCA). 

Transfer to us

Transfer to us

Transfer to us and we'll pay up to £300 towards any transfer fees.