Bereavement: Investments


We have a dedicated team within our financial advice service based at our head office in Skipton, who will be able to help you through the process on managing investments held with different providers through us. Our specialist team are on hand Monday-Friday from 9am to 5pm to assist with any queries or concerns you may have. They will need to ask a few security questions when you call, but we will make it as easy as they can for you. If you would like to speak to a member of the team today, please contact us on 0800 055 6898.

Inheriting an ISA allowance

Where the deceased has died after 3 December 2014 and you are the spouse or registered civil partner, you can inherit the tax benefits of their ISA and increase your own ISA allowance, even if they left the funds in the ISA to someone else. If you would like any additional support and you would like to a speak to our dedicated Bereavement team, please contact us on 0800 055 6898.

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Talk to our Financial Advice Probate team

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If the deceased held savings accounts, ISAs or bonds with us, or was a trustee, here's what you need to do.

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Find out what to do if the deceased held a mortgage with us.

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Wills & funeral plans

If the deceased held any legacy products with our trusted partners, here's how to get in touch.

Find out more
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