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Can a Medallion Signature Guarantee Be Obtained Remotely in the UK?

Can a Medallion Signature Guarantee Be Arranged Remotely in the UK?

Can a Medallion Signature Guarantee Be Obtained Remotely in the UK? For many shareholders worldwide, administrators, and estate executors, obtaining a Medallion Signature Guarantee in the UK can initially seem difficult, particularly when transfer agents or financial institutions require it for a US or Canadian securities transaction. A common question we receive is whether someone […]

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Cross‑Border Estate Management in 2026: Resealing Grants, Repatriation of Assets, and the Residence‑Based Tax Era

Cross‑Border Estate Management in 2026 Resealing Grants, Repatriation of Assets, and the Residence‑Based Tax Era By Orlanda Carroll – Head of UK & International Business at Share Data Ltd Cross‑border estate administration continues to evolve due to the increasing mobility of high-net-worth families, the growth of digital assets, and the UK’s transition from domicile-based to

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date of death valuation

Date of Death Valuation and Appraisal

Date of Death Valuation and Appraisal Date of Death Valuation and Appraisal: Everything You Need to Know Losing a loved one is one of life’s toughest challenges, and managing their estate can often feel overwhelming. One of the most demanding tasks for executors is determining the value of the deceased’s assets on the day they

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Releasing U.S. Shares from a UK Estate: How Form 706-NA and Medallion Signature Guarantees Work Together

Releasing U.S. Shares from a UK Estate: How Form 706-NA and Medallion Signature Guarantees Work Together

Releasing U.S. Shares from a UK Estate How Form 706-NA and Medallion Signature Guarantees Work Together When a UK estate includes U.S.-listed shares or funds, the process goes beyond obtaining a UK Grant of Probate. U.S. securities are classified as U.S.-situs assets and are subject to American tax and transfer regulations. To release or transfer

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Overseas Assets Administration

Guide to Navigating the Complexities of Overseas Asset Administration

Navigating the Complexities of Overseas Asset Administration Managing an estate with overseas assets isn’t just probate — it’s a legal and logistical minefield. From differing court systems to unfamiliar tax forms, even experienced professionals can hit roadblocks. This free guide, created by the experts at Share Data Ltd, walks you through the essential processes, forms,

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Bereavement and Probate Guidelines

Bereavement and Probate Guidelines

Coping and Finding Support During Bereavement Losing a loved one is one of the most challenging experiences we face, and the grief that follows can feel overwhelming. During such difficult times, it is important to know that you do not have to face it alone. On page 2, we have included a list of organisations

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