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% …
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 …
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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