If a Grant of Representation has been provided:
Depending on the company in which the shares are held, we might be able to sell them for you.
If we can’t, or if you choose not to use our service, you can use a stockbroker or financial adviser.
Once the death has been registered, and you haven’t already instructed us to do so, you can sell the shares, there are a number of options available to you to sell the shares.
If you have used the Small Estates Service:
You can complete and return the Postal Share Dealing form back to us when you return your Small Estates form
Alternatively, once the death has been registered, and you haven’t already instructed us to do so, there are a number of options available to you to sell the shares – follow this link for more information
If a Grant of Representation has been provided:
Once the death has been registered, and you haven’t already instructed us to do so, you can transfer the ownership of the shares.
The form you need to fill in to transfer the shares depends on the type of shares (Paper Share Certificates or Digital Shares (CSN)) and, sometimes, the company in which they’re held.
Transfer paper share certificates
Transfer shares held electronically in a Corporate Sponsored Nominee (CSN)
If you are using the Small Estates Service
When completing the Small Estates Service form for registering the death, you will be asked to confirm that you want to transfer the shares and who to. This will provide the instruction we need to complete your request.
We work closely with ShareGift, a charity that helps shareholders or their legal representatives move on small amounts of shares that would otherwise be uneconomic to sell or transfer.
If you wish to donate the shares to charity, please complete the ShareGift Transfer form. This form and the associated guidance notes can be downloaded here.
ShareGift Transfer Form and Guidance Notes
For further assistance please go to www.sharegift.org.