Additional Services

Provision of Certificates
We can obtain copies of Birth, Death and Marriage certificates, Grants of Probate and Letters of Administration in the UK and Overseas

£36 per certificate in the UK. Overseas documents will vary depending upon jurisdiction.

Verification of Holdings
When requested we check all holdings in a portfolio to establish the validity at the date of the death and the quantity of each holding

£8 per UK-Listed security - £15 per Unlisted UK & Foreign Listed security

Tracing Beneficiaries
Our genealogical researches have a success rate of over 90%. This Tracing Beneficiaries service enables executors or administrators to fulfill their legal obligation of locating all inheritors and when a person is not found we produce a search report to help executors apply for indemnity insurance.

From £250 per name. Contact Us for a Quotation

Dividend & Interest Schedules - Life Time Tax
We can provide income schedules for dividends and interest distributions for the completion of the Life Time Tax affairs and the Estate Administration.

£5 per dividend for UK-Listed holding & £12 per dividend for Non-UK Listed holding (including exchange rates).Contact Us for a Quotation

Valuation Software
Probsys is an automatic valuation system for securities portfolios. It is straight forward and provides immediate Probate, SIPP, historical valuation in accordance with the HM Revenue and Customs rules and regulations. Probsys is the ideal solution for people with a good knowledge of the valuation process but not enough resources to undertake valuations.

Contact Us For More Information