Private Clients >> Probate Service
Probate service
When a person dies, their assets, including stocks and shares, must be valued and any tax paid, before beneficiaries can receive their entitlement. The preparation of a Probate Valuation can be complicated and time-consuming, but using our established service will make everything much easier.
We can provide assistance at a difficult time
In the event of a bereavement, the responsibility of dealing with the estate is frequently left to a close family member, who at such a time will have other issues more pressing than dealing with registrars. We can help relieve any stress, by sympathetically and professionally dealing with such matters on your behalf.
As part of our service we can:
- Provide caring, expert guidance.
- Lodge a certified copy of the Death Certificate with each registrar.
- Check the validity of each shareholding at the date of death and the precise quantity held.
- Produce a probate valuation including information on accrued interest, dividends and exchange rate data.
- Provide a review of the portfolio giving guidance on asset allocation and investments held.
Wealth management
Once probate is granted and all legacy issues are resolved we can, if required, provide wealth management services to the beneficiaries including:
- Portfolio Management Service (Discretionary or Advisory).
- Portfolio Liquidation Service.
- Transfer Service.
For more information please don't hesitate to contact us >>
Legal Information. © Copyright 2007 Collins Stewart - all rights reserved.
