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Author: Teresa Lowe

Business Case – Dealing with a Deceased’s Estate

May 2016 We recently received a request from the Solicitors dealing with a deceased’s estate. They were presented with a bundle of paperwork involving shares, funds and bank accounts held by the deceased. It seems that the late Mr X did not like to throw anything away!!! Among the paperwork there were share certificates for companies that no longer existed, funds that …

Do I Need a Grant of Probate?

Wondering if you need a Grant of Probate? If you are the executor or administrator to a deceased’s estate, you have the legal responsibility to ensure that the assets are dealt with promptly and accurately before they are distributed between the beneficiaries. Your duties include: Checking if there is a Will Filing Inland Revenue forms Paying Inheritance and other relevant …

Share Data is 20. Thank You for Your Continued Support!

This month my team is delighted to be celebrating Share Data’s 20th year in business. Since our launch in 1995, Share Data has worked hard to cement our reputation as a valued resource for the detailed valuation of stocks, shares and funds and other related services. Today our services cover both UK and foreign holdings. They are mainly used for probate, inheritance tax …

Selling/transferring US or Canadian shares or funds? You will need a Medallion Signature Guarantee Stamp

Now this is a problem for which we are increasingly being asked for help: How to overcome problems with selling/transferring US or Canadian stocks and shares. Are you aware that if you: Hold shares in either a US or Canadian company. Have purchased shares from a UK company that has either: De-merged (i.e. Cadbury Schweppes, where holders received Cadbury and …

Slide I have been extremely impressed with the service received and won't hesitate to both use and recommend share data's services in the future. Jennifer B, David Auld & Co Solicitors Slide My firm have used share data for their medallion guarantee services for foreign shareholders since the beginning of 2018 – each occasion has been efficient and successful which leads to happy clients. I would strongly recommend their services, with a special mention for teresa – who is friendly, helpful and gets the job done. Asset Manager Slide Share Data's service is brilliant. Currently, sorting another one for you! Deanne Taylor, Smalleys Solicitors Ltd Slide Thank you for processing our Medallion Guarantee and for all of your assistance leading up to it. Share Data have a great service. Walker Crips Investment Management