Share Data > Archive for Valuations
Category: Valuations

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 …

Selling/transferring US or Canadian shares or funds? You will need a Medallion Signature Guarantee Stamp

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 …

English Will with assets under Sharia Law

Probate – The impact of Sharia Law We are starting to get more enquiries for help in Dubai, and several cases are still in the early stages, although clients should remember that whilst it is possible to have an English Will which deals with assets such as bank accounts in Dubai, Sharia law applies generally in Dubai with its compulsory …

English deceased with over $60,000 US assets

US assets and probate administration The deceased had shares in a publicly quoted company in the USA. In the US, procedures vary widely from state to state and are not consistent. In addition, there are considerable delays in obtaining replies from share registrars, and frequently wrong information is given. Also, Medallion Guarantees are needed and documents are required to be …

Malaysian assets – Successfully cutting the red tape

English Will – How to recover Malaysian assets? The deceased owned shares in several Malaysian companies. First, it was necessary to ascertain ownership of the shares, which in the absence of a statement from Bursa Malaysia or the original share certificates proved difficult. We nevertheless were able to instruct local solicitors to apply for a Reseal of the English Grant …

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