International Estates

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Overseas shares and assets: when executors need specialist help

Overseas shares and assets: when executors need specialist help Administering an estate can become significantly more complicated when assets are held overseas. At first, an international shareholding may appear to be just another asset to value, transfer or sell. In practice, executors can find themselves dealing with foreign registrars, transfer agents, tax authorities and courts,

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Managing UK Estate Shareholdings Sales Efficiently in 2026

Managing UK Estate Shareholdings Sales Efficiently in 2026 A Practical Guide for Executors and Practitioners The administration and disposal of shareholdings within an estate can introduce procedural and timing challenges that extend beyond routine probate work. While the underlying transactions may appear straightforward, the sale or transfer of securities frequently involves registrar requirements, valuation considerations,

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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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Beneficiary Tracing vs Probate Genealogy

Beneficiary Tracing vs Probate Genealogy: What Are the Differences?

Beneficiary Tracing vs Probate Genealogy Beneficiary Tracing vs Probate Genealogy: What Are the Differences? This article outlines the differences between beneficiary tracing and probate genealogy, and clarifies when each is needed in estate administration. Beneficiary tracing locates known individuals, while probate genealogy determines who the beneficiaries are. Solicitors and estate administrators are usually familiar with

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professional support

Inheriting Abroad: What Executors Should Know About Resealing Probate

Inheriting Abroad Inheriting Abroad: What Executors Should Know About Resealing Probate This article explains what Executors should know about Resealing Probate. And also: Getting Started If you are an executor managing an estate with assets in multiple countries, you may encounter the process known as resealing probate. Resealing involves obtaining formal recognition of a Grant

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Abstract illustration showing probate and estate administration evolving through digital technology, with interconnected data, documents, and genealogy elements.

The Future of Probate: How Technology, AI, and Data Integration Are Revolutionising Beneficiary Tracing, Asset Search, and Genealogy

The Future of Probate How Technology, AI, and Data Integration Are Revolutionising Beneficiary Tracing, Asset Search, and Genealogy What This Article Covers This article explains how technology is transforming probate practice, especially in four key areas, which are shaping the future of probate. Probate is the legal process of settling a person’s estate after death.

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UK estate administration involving U.S. assets and IRS Form 706-NA estate tax filing

IRS Form 706-NA: Why UK Estates Can’t Afford to Ignore It

IRS Form 706-NA: Why UK Estates Can’t Afford to Ignore It What is Form 706-NA? Let’s face it: dealing with estates that include international assets is rarely straightforward. For many UK solicitors, finance managers, and private individuals, the IRS Form 706-NA barely registers until it becomes necessary. But when a loved one passes away, leaving

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Missing beneficiaries

Missing Beneficiaries, Asset Searches & Probate Genealogy: Why They Matter in Modern Estate Administration

Understanding Beneficiary Tracing & Asset Searches Why Everyone Needs Specialist Help When Estate Information Is Lacking Managing an estate presents a challenging task for executors and solicitors, especially when they start with only a will, a rough list of assets, and presumed beneficiaries. Nowadays, estates often come with unexpected twists. Families face lost connections, incomplete

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Missing heir

When Heirs Are Hard to Find: Practical Steps for Executors and Solicitors

When Heirs Are Hard to Find Tracing Beneficiaries and Uncovering Assets: A Genealogical Approach to Estate Administration Administering an estate can feel overwhelming, especially when tracking beneficiaries and locating assets. A straightforward, structured approach helps simplify the process. This guide outlines essential steps for solicitors, executors, or individuals managing an estate in the UK, and

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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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