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Assets

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Find Unclaimed Assets

Fraser and Fraser will conduct a thorough search for lost or unknown assets in Britain. These can include:

1. Dormant bank and building society accounts
2. Stocks and shares
3. Pensions schemes
4. Life policies and investment trusts
5. Credit checks

This helps ensure all the appropriate steps have been taken to identify all assets associated with an estate and complied with the 2009 IHT Penalty Scheme. This give you the reassurance to avoid penalties of up to 30% of the additional tax due if assets are identified after the IHT return is submitted.

Cost: £500 +VAT

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Managing Assets

Fraser and Fraser offer a number of different services to support you with managing assets.

Medallion signature guarantee 01 Share Valuations 02 To Transfer or Sell Shares 03 Isle of Man/ Channel Islands Grant of Probate 04
Medallion signature guarantee

For those looking to sell or transfer North American securities, Fraser and Fraser can arrange Medallion Signature Guarantees in relation to stocks and shares paperwork, and also assist with the transfer and sale.
We have a broad range of experiences in dealing with a variety of holdings and appreciate every case is different.

Cost: From £295

Please contact us for information regarding the transfer and sale of US/ Canadian holdings so we can tailor our service to your needs.

Guide to Medallion Signaure Guarantees

Share Valuations

Fraser and Fraser can provide share valuations to ensure you can complete the necessary tax forms when dealing with Inheritance Tax. We can also check on your behalf whether a holding exists.

Cost Valuation of holding: UK £5 +VAT (minimum fee £250 +VAT) or Non UK £10 +VAT (minimum fee £250 +VAT)

 

To Transfer or Sell Shares

If you yourself hold or you are administering an estate with UK and/or international shareholdings, Fraser and Fraser can assist with the transfer and sale.

Cost: Please contact us, these costs are tailored to you needs.

Isle of Man/ Channel Islands Grant of Probate

If you are administering an estate with assets in the Isle of Man or Channel Island, Fraser and Fraser can assist with obtaining the Grant of Probate on your behalf.

Cost: from £800 +VAT plus disbursements

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