Informing us of the death of a client
Assessing, managing and finalising the financial affairs of someone who has died can be hard to deal with, at what is already a difficult time.
To notify us that a client of ours has passed away, please inform their Financial Planner or Investment Manager at Investec Wealth & Investment (UK). If you don't know who that is, please complete the form below and we will reach out to you.
It's usually the executor or administrator of the deceased's estate who does this. Every situation is different, but we will ask for a Death Certificate and often require legal documents like a will or trust agreement. So having these ready can help the process - but we will talk this through with you.
Please note that Investec Wealth & Investment (UK) is now part of the Rathbones Group Plc and no longer in the Investec Group of companies. As such, any queries about accounts with Investec Bank plc should be directed through their Contact Us webpage.
Please also note that UK-specific regulations and procedures apply in these situations, and tax laws can affect estates, so we recommend consulting with professionals who are knowledgeable about UK estate and tax laws.
Additional information and support
A number of public bodies and organisations have published useful information on their websites about the steps to take when someone dies...
- UK Government: What to do when someone dies: a step-by-step
- Scottish Government: What to do when someone dies
- Citizens Advice: Dealing with the financial affairs of someone who has died
Cruse Bereavement Support is the UK's leading bereavement charity that helps people through painful times in life. Support is provided to people in England, Wales and Northern Ireland, while those in Scotland can contact Cruse Bereavement Care Scotland.
If you need further assistance, please complete the form and we'll reach out to you.
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Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.