At a time we should be grieving, the stress of losing a loved one can only be exasperated by the sheer mountain of paperwork that comes with it. We want do not want to add to that. We hope that you find the below helpful, but please do not hesitate to contact us if you need more information.
Registering a death
Registering a death
What do Chelsea need to register a death?
To register a death, we initially need the death certificate. This should be posted to:
Chelsea Financial Services
St James’ Hall
Moore Park Road
London
SW6 2JS
We will return this to you, once we have registered the death on our system.
What are the next steps?
Once we have registered the death, we will provide a valuation, dated at the date of death.
This will allow you to apply for Grant of Probate, if that is the route you are taking.
Once you have this, you can apply to do the following:
- transfer the assets to a surviving spouse. See our page on ISA death benefits.
- transfer the assets to a surviving beneficiary(ies)
- surviving beneficiary(ies) can withdraw the money
Please read more about pension rules here, if applicable.
