We understand that losing a loved one is an extremely difficult time. Alongside the emotional impact of bereavement, there can also be practical and financial matters that need attention.
Our Bereavement Services team is here to help family members, executors and professional representatives understand the next steps regarding any Killik & Co accounts held by the deceased.
How we can help
Our dedicated Bereavement Services team can:
Guide you through the process after we have been notified of a client's death
Explain what happens to investment accounts and assets held with Killik & Co
Outline the information and documentation we may require
Support executors and personal representatives during the estate administration process
Assist with the transfer or closure of accounts where appropriate
Provide documents or paperwork needed by the executors (to help them work out the deceased’s tax position)
Coordinate with advisers and other specialists across Killik & Co when additional support is needed
We understand that every situation is different and will work with you to make the process as straightforward as possible.
What you should do first
If a Killik & Co client has died, please contact us as soon as you are able to.
When you get in touch, it would be helpful to have:
The deceased client's full name
Their Killik & Co account details (if known)
A copy of the death certificate, where available
Details of any executor or professional representative acting on behalf of the estate
If you do not yet have all of this information, please contact us and we will explain the next steps.
Contact our Bereavement Services Team
Email: [email protected]
Out team can be contacted on:
Eve: 0207 337 0569
Shelley: 0207 337 0461
Additional support
You may find the following resources helpful:
Our aim is to provide clear guidance and practical support during what can be a challenging time.
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