Registering the death

Time to grieve is vital when experiencing the death of a loved one, you shouldn't have to deal with all the legal necessaries when death occurs. We offer support and can advise you on what steps you need to take, and all of that information can be found right here!

We encourage you to contact us so we can answer any questions you have and to give you peace of mind.

Apply today to get the support you need regarding probate

You can apply by either 'clicking' apply now or you can call us on our free line instead on 0800 122 3130

For both categories the below conditions apply:

1. Any specified transfers, of which their chargeable value does not exceed £150,000 See bottom of list for definition of specified transfers

2. If the deceased holds assets within a trust for IHT purposes and this is classed as part of their estate and the total value does not exceed £150,000.

3. If the deceased has foreign assets and the total does not exceed £100,000

4. The deceased did not give away any property while retaining the benefit of it

5. The deceased had elected that the income tax charge should not apply to:
(a) assets he previously owned in which he retained a benefit or
(b) the deceased’s contribution to the purchase price of the assets acquired by another person but in which the deceased retained a benefit

6. The deceased did not benefit from an alternatively secured pension fund

7. The deceased did not benefit under a registered pension scheme where
(a) the benefit was unsecured
(b) they became entitled to the benefit as a relevant dependent of a person who died aged 75 or over.

Who to contact when death occurs?

When death occurs in a house hold or public property

If the client dies within a house or public property then the following people may be the informant, in the following order:

1. A relative, present at death

2. A relative present in the final stages of illness

3. A relative, domiciled in the deceased’s district

4. Any given person present at death.

5. A person of authority in the building where the deceased died who knows of the circumstances of death.

6. Any given person domiciled in the building that knew the circumstances of death

7. The person taking responsibility for the arrangement of the funeral

When death occurs outside their home or a public building

If however, the deceased dies outside of his/her home or public building. People can register the death in the following order:

1. Relative of the deceased able to provide the registrar with the relevant details

2. Any person present at death

3. The person(s) who found the body

4. The person(s) in charge of the body. If the body is unidentified the police will hold the body

5. The person taking responsibility for the arrangement of the funeral

Information that needs to be provided

Within five days of the death the informant must take the relevant medical information to the Registrar of deaths or if you are unable you must send written notice along with the deceased’s medical card. The registrar will also want the following details:

1. Place and date of the death. A birth certificate may also be asked for

2. The complete name of the deceased including any previous maiden names

3. Birth date and location of the deceased

4. The deceased’s occupation

5. Occupation, Date of birth and name of the deceased’s spouse. Whether they are alive or dead

6. Deceased’s address

7. If the deceased received any State pension benefits or any allowance

Death Certificate

Once the informant has followed the procedures of registering the death, they will receive a Death Certificate. There is a small charge for each Death Certificate but it is sensible to obtain multiple copies as they need to be sent to the deceased’s asset companies i.e. Banks and insurance companies and the probate registry.

Obtaining the copies early on might save you money as the price can rise for death certificates. This can vary depending on the Register office.