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Tag: Custody Service

Sale of Foreign Shares

October 30, 2017 Romy Threadgold Sale and Transfer of shares Custody Service, Nominee Service, Sale and Transfer, Shares, tax

Handling Overseas Shares in Estate Administration When managing overseas shares as part of an estate, the process often differs significantly from the procedures in the UK. Below is a step-by-step guide to streamline this process and address key scenarios: 1. Understanding Restrictions on Selling Shares UK Practice: Executors can sell shares directly in the UK without transferring them into their …

"Very helpful, went way beyond other companies to assist. Very quick replies with intelligent responses. Will certainly use gain."

Roy Thomson

January 2024

"We found this company excellent to do business with in relation to selling US based shares on behalf of a Probate client."

James Cody & Sons

August 2024

"We were recommended by the solicitor dealing with our dad's probate. Impressed with speed and quality of response."

Jenny NF

August 2024

"Had huge difficulty in Ireland to manage the transfer of CRH shares recently transferred to the USA especially due to the Medallion Stamp requirements. Share Data were excellent in organizing the Stamp and assisting in getting the Forms completed to the satisfaction of Computershare in the USA. Can't recommend Share Data enough."

Colm Battles

August 2024

"Share Data Ltd managed the transfer of US shares from Computershare to a UK stockbroker. The service wasn't cheap but the cost of the Medallion Stamp requirements is unavoidable. However, the customer servcie was excellent with staff providing clear instructions and regular updates. In this digital age the transfer process does feel drawn-out but that's outside of Share Data Ltd's control and they delivered in full on the service we paid for at the outset. I would recommend and use their services again."

Private Client

September 2024

"The people that I dealt with were very supportive and helpful. The service was relatively quick and sufficient."

Private Individual

October 2024

"For a very small fee (£50 + VAT) Share Data worked out the initial purchase price of British Gas holdings purchased 38 years ago. To do this myself would have been a fairly monumental effort given the changes the company has gone through in that time.
A great service with excellent customer-facing service."

Simon Cooper

November 2024

Tag: Custody Service

Sale of Foreign Shares

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