Aberdeen Investment Trusts bereavement process

We understand that when dealing with a bereavement, handling the Estate can be stressful, and often involve legal terminology which can be unfamiliar and confusing.

Aberdeen is here to provide you with support and to make the process as simple and as straightforward as possible. This guide is designed to provide you with useful information needed to administer the parts of the Estate with Aberdeen and to complement our bereavement service.

It is important to remember that whilst we can provide you with guidance and support regarding our own processes, we are unable to offer any financial, legal or inheritance tax advice. You should discuss this with a Financial Advisor, Solicitor or tax expert. Should you need help locating the relevant professional please refer to the Frequently Asked Questions (FAQ) section of this guide.

The following information can help you understand what you or your representative (such as your solicitor or financial adviser) should do when dealing with a bereavement.