Book Entry Shares Notice If the shares are what is known as “book-entry” shares, i.e. they are held in electronic form, then a dividend statement will be sufficient for our purposes or a “Direct Registration Statement” (sometimes simply called a “DRS Statement”). These DRS Statements are usually issued by the Company’s share registrars every 6 months, and so the most …
EURONEXT Shares
Be careful if you have shares in companies quoted on Euronext, as unlike the more established markets, there are no market makers which match buyers with sellers for a price (usually close to the market price). EURONEXT sells shares on an auction based system, which means you simply offer the shares for sale, and see if anyone makes an offer …
English Will with assets under Sharia Law
Probate – The impact of Sharia Law We are starting to get more enquiries for help in Dubai, and several cases are still in the early stages, although clients should remember that whilst it is possible to have an English Will which deals with assets such as bank accounts in Dubai, Sharia law applies generally in Dubai with its compulsory …
Australian Assets – Probate Reseal
Australian Assets – Reseal British Grant of Probate in Australia When a deceased owns Australian assets, the executor of the Will is required to obtain the reseal of the English Grant of Probate by the Australian authorities to be able to either sell the assets or transfer them to the beneficiary. Under the Colonial Probates Act 1982, a British Grant …
Form 706-NA (March 2013)
SAVE TIME AND MONEY BY OUTSOURCING THE COMPLETION OF FORM 706-NA You need to also file the Form 8821 at the same time as Form 706-NA so that the US IRS will correspond with you as the filer of the Form 706-NA. Even though incorrect, the US IRS prefers to see a “Zero” on lines 12, 14 and 16; and …
English deceased with over $60,000 US assets
US assets and probate administration The deceased had shares in a publicly quoted company in the USA. In the US, procedures vary widely from state to state and are not consistent. In addition, there are considerable delays in obtaining replies from share registrars, and frequently wrong information is given. Also, Medallion Guarantees are needed and documents are required to be …
Hurricane Sandy
Changes to Medallion Guarantees Procedures Because of Hurricane Sandy flooding Wall Street the basement safes holding share certificates of the various financial institutions and brokerage houses were flooded, the procedures for Medallion Guarantees have now been changed. Medallion providers no longer will accept an original share certificate for the affixing of the Medallion Guarantee. The Medallion Guarantee can be affixed …
+44 1403 271170
Submit a Valuation
Request a Quote