When managing the estate of a deceased individual, particularly if assets are held in different regions, you may encounter the need to reseal a Grant of Probate. Whether you are a solicitor, financial advisor, or accountant managing an estate with cross-border elements, understanding when and why a reseal is required can ensure that assets are handled efficiently and within legal …
Frequently Asked Questions in Probate
More often than not, challenges arise during the management of the deceased estate when dealing with a complicated probate process. Appointed representatives are legally and financially responsible for administering the deceased estate and can be held liable for any mistakes during the process. However, many personal representatives lack a general understanding of probate and could make costly mistakes. Here …
Navigating Overseas Probate: effectively managing the pitfalls
Working through overseas probate is never easy nor straightforward due to differing laws and regulations between countries. As a result, unforeseen challenges frequently occur when working on overseas probate cases, making the process strenuous and time-consuming. Probate and International Investments It is not uncommon for individuals to have assets abroad or hold international investments. For example, we estimated 3.5% …
Looking for an Alternative to NETPROBATE?
Did you know that netprobate.com has ceased their NETPROBATE – share valuation service? If you relied on their services and are now looking for an alternative, Share Data can help. Share Data specialises in securities valuations, transfers and sales. Our dedicated team has been producing high-quality valuations since 1995, and throughout the years we have helped hundreds of law firms, …
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 …
How to Easily Replace a Lost Share Certificate (with a Value in Excess of £50k)
Do you need to replace a lost share certificate with a value in excess of £50,000? Have the registrars told you they are unable to provide you with a letter of indemnity for replacing it? Fortunately, there is an easy way for you to obtain a replacement. A probate specialist, such as Share Data can assist you with the whole …
How to Clear your Desk of Bundles of Share Certificates
Do you have bundles of share certificates sitting on your desk? If you are: An executor. A solicitor. A broker/accountant. A financial intermediary. And have been given a bundle of share certificates to sort and value but lack the time and resource to make this a reality, then don’t struggle on your own. Know that you can ask for help: Ask …
Selling/transferring US or Canadian shares or funds?
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 …
Warning – “Pump and Dump”
Recently we received a large pile of share certificates in different companies from a client for valuation and sale, the client having been told that the shares were worth a considerable sum of money. On investigation by us we found that most of the shares were “penny stocks” and were quoted on extremely small stock exchanges in the USA (where …
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