UK Grant of Representation
You can use this service if you have been issued with any of the following:
- Grant of Probate;
- Letters of Administration;
- Certificate of Confirmation (Scotland);
- A Grant of Representation issued by a Commonwealth country/territory if it has been resealed in the UK High Court of Justice.
Small Estates Service
You can use this service if:
- You are the next of kin or Executor(s) of the deceased holder
- A UK Grant of Representation hasn’t been issued
- The value of the holding(s) in each company, was less than £20,000 at the date of death
- No inheritance tax is payable on the deceased’s UK estate
Before we can transfer or sell the shares, we need to know who’s allowed to act on behalf of the estate by seeing a Grant of Representation.
- We will need to see the original or a sealed office copy (we are not able to accept certified copies). We take a copy of the Grant for our records and send it back to you within five working days.
- Let us know what you intend to do with the shares (see more information on how to sell, transfer or donate the shares). In some cases, you can download and send completed sale or transfer forms in with the Grant of Representation to make the process quicker.
Send this to us by post:
Equiniti
Aspect House
Spencer Road, Lancing
BN99 6DA
UK
What happens next
We update the shareholding(s) to show the details of the person(s) authorised to act on behalf of the estate. From then on, only they can approve sales, transfers or donating shares.
Related questions
You can either do this yourself by calculating the fees payable or we can send you the forms listing the total pre-presented fees that you will need to pay for the service.
IMPORTANT - The value of a holding is the market value of the shares plus any uncashed dividends.
Administration fee
This is a one-off fee depending on the combined value of the holdings.
| Value | Fee |
| Less than £200 | No fee |
| £200 or over | £45.00 |
Countersignature
This is a fee for each holding to get the form countersigned by the insurers RSA Group.
| Value | Fee |
| Each holding value under £100 | No fee |
| Each holding value over £100 | £34.50 |
Option 1 - Do it yourself
- Download the Small Estate Declaration and Indemnity form
- Calculate the fee’s payable for the service
- Complete the form using the guidance notes
- Once complete, post the form back to us at:
Equiniti
Aspect House
Spencer Road, Lancing
BN99 6DA
UK
Option 2 - Request the pre-calculated forms from Equiniti
Contact us to confirm fees payable for the service.
We aim to respond to you within 5 business days.
Call us
UK callers: 0371 384 2793
International callers: +44 121 415 0875
Textel/Minicom: 0371 384 2255
Lines are open Monday to Friday 8.30am to 5.30pm; excluding UK Bank Holidays.
Write to us
Equiniti
Aspect House
Spencer Road, Lancing
BN99 6DA
UK
We will then send you the forms with pre-presented fee’s payable for the service. Complete the form using the guidance notes and then post it back to us at:
Equiniti
Aspect House
Spencer Road, Lancing
BN99 6DA
UK
What happens next
- We transfer the shareholding(s) and release outstanding payments in line with your instructions.
- You can instruct us to sell the shares at the registration stage by using our postal share dealing service - just send the completed form with your share certificate and Small Estate Declaration and Indemnity form.