Probates and Estates

Cost effective and time saving product for those managing the estate of the deceased.

Valuing, processing and disposing of a deceased estates’ investment assets.

The main benefits may be summarised as follows:

• Probate valuations – a fast, efficient and accurate valuation of investment assets with follow up valuations on request. This includes the checking of holdings and the verification of share certificates.
• Administration – Fyshe will prepare the paperwork for the sale or transfer of the holdings, including probate registration and obtain replacement share certificates if required. Additionally we will claim dividends accrued on behalf of the Estate.
• Disposals – our rates are competitive and offer good value for money. Charges are commensurate for the work involved whether it be sale or transfer.
• Safe custody and share certificate handling.
• Statement of gains and losses – showing post probate disposals and values for Inland Revenue submission and tax reclamation.
• Once the Estate is settled and distributed, we can provide ongoing investment services and advice to the beneficiaries or to any trust set up under the Will. This is backed by an extensive and unrivalled knowledge of domestic and international investment markets. We offer a wide range of services suitable for all needs and requirements.
• The service is based upon an approachable, friendly and personal service. Any legal professional using the service can expect to communicate with their own broker or investment adviser.

Risks

• The value of your investments and any income from them may go down and you may get back less than you originally invested. 
• If you are unsure about the suitability of this service please contact us for advice.

Probate and Estate Management Service

Cost effective and time saving product for those managing the estate of the deceased.

Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.

Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.

• Charities and Trusts
• Investment Management Services: Discretionary & Managed Advisory
• Wealth Management