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 […]
Understanding Form 706-NA A Crucial Step in Releasing US Securities from UK Estates When managing a UK estate with US-listed shares or funds, executors might be surprised to find that probate and tax responsibilities do not stop at the UK border. The United States has specific estate tax rules for non-residents that can apply even
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Share Data Launches Deed of Variation Support Service to Help Beneficiaries Manage Inheritance London, UK — 13 September 2025 — Share Data Ltd, a specialist in probate and international estate services, has launched a new Deed of Variation support service. The service gives beneficiaries a simple way to adjust or redirect their inheritance after probate
