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What documents are required for small estates?

If the value of the entire estate does not exceed the inheritance nil-rate tax band and the value of the investment held with Fidelity is less than £35,000, we can accept a Fidelity Small Estates Form instead of a Grant of Representation, along with a certified copy of the will.

If the estate has applied for a Grant of Representation, then we cannot accept a Small Estates form, and would require the original of the Grant of Representation.

For more information on our bereavement processes, see our Executors and Administrators Guide.