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Additional Probate Services

Additional Probate Services

 

CONVENIENT, COST EFFECTIVE PROBATE SERVICES

Whether you are an executor or an advisor, save time and money by taking advantage of these practical probate services, when administering a deceased’s estate.


Obtain replacement certificates

Obtain copies of birth, death and marriage certificates, grants of probate and letters of administration in the UK and overseas.

The cost: replacing certificates in the UK is £36 per certificate. The cost of replacing overseas documents will vary depending upon the jurisdiction.

 

Verify portfolio holdings
Have all holdings in a portfolio checked to establish validity at the date of the death, also the quantity of each holding.

The cost: £8 per UK-listed security. £15 per unlisted UK & foreign listed securities.

 

Trace beneficiaries
Locate inheritors. Know that our experienced team of genealogical researchers have a success rate of over 90%. In the event of a person not being found, you will be provided with a report to help you in your application for indemnity insurance.

Estimated cost: From £300 per name.

Contact us for a quotation

 

Dividend & Interest Schedules – Life Time Tax
Get income schedules for dividends and interest distributions so that you can complete life-time tax affairs and estate administration.

The Cost: £5 per dividend for UK-listed holdings. £12 per dividend for non-UK listed holdings (including exchange rates). Minimum charge of £60 applies.

Contact us for a quotation

 

Discretionary Managed Portfolios
Get help from a qualified portfolio manager who, aligned with your interests, will handle all your investment decisions following you in your process.

Contact us for more information

 

IHT Portfolio
Take advantage of a bespoke, discretionary service that will help you reduce potential inheritance tax (IHT).

Contact us for more information

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