Keeping the family informed while administering an estate In this guest article, Share Data’s partner ProbateHelp explains how clear updates can help executors keep families informed during estate administration. When an executor is waiting for a property valuation, a bank response or advice on a difficult asset, progress can be hard for the rest of
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Why Most UK Banks Cannot Provide a Medallion Signature Guarantee If you have been asked to obtain a Medallion Signature Guarantee for a US share transfer, you may assume that your bank can provide one. Unfortunately, that is often not the case. A Medallion Signature Guarantee is frequently required when transferring or selling US or
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Managing Share Sales and Transfers in UK Estates Shareholdings can introduce unexpected complexity to estate administration, especially when valuations, registrar requirements, lost certificates, overseas securities, or beneficiary instructions come into play. This practical guide assists solicitors, probate practitioners, executors, and estate advisers in managing the sale or transfer of shareholdings within UK estates. It covers
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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 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
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 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
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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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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