Reporting a Bereavement

“Losing a loved one is never easy. We understand that managing financial matters during this time can be overwhelming. Our Bereavement Support Team is here to guide you through the process with compassion and clarity

 

How to Notify Us:

– Online: Complete our Bereavement Notification Form

– Email: Send documents to [email protected]

– Post: Bereavement Team, 9 Portman Street, London W1H 6DZ

– Phone: Call us on +44 (0) 344 809 4258

 

What Happens Next:

  1.  We will acknowledge your notification within one working day
  2. Accounts will be reviewed and secured if needed
  3. We will contact you with next steps and any documents required
  4. Funds can be released for eligible expenses (e.g. funeral costs)

 

You may be asked for the following documents (not all are required at this stage):

If you don’t have these yet, that’s okay. Please submit the form, and we will advise.

 

– Death Certificate (original or certified copy)

– Grant of Probate or Letters of Administration (if applicable – for amounts more than GBP10,000)

– Proof of identity and address

– Funeral invoice (if requesting payment)

 

Releasing Funds:

We can release funds to cover:

– Funeral expenses

– Inheritance Tax

– Estate administration costs

Please provide relevant invoices or receipts.

 

Need Help?

Our Bereavement Support Team is available Monday to Friday, 9am–5pm.

Call: +44 (0) 344 809 4258

Email: [email protected]

 

    Reporting Person’s Information

    We’re very sorry for your loss. Please complete this form to let us know how we can support you.

    Title



    Your relationship to the person who has passed away




    Deceased Person’s Information




    Please provide any relevant information




    or

    Drag and drop file here



    Any additional comments?

    Your information will only be used to support the bereavement process.

    Do You Require Further Assistance?