Executry and Probate Services

During a complex and often confusing time we are here to assist you or your solicitor in providing the necessary valuations to accurately find the value of the estate.

Thereafter we can provide the forms and a share dealing service to dispose of the shares should this be the required instruction from the executor.

We can also provide advice for the beneficiaries in retaining the shares in a portfolio for them.

Our discretionary fund management service is available for your General Investment Account, SIPP and ISA.

Need some assistance?

Please don't hesitate to contact us if you have any questions or queries we can help answer.

Contact Us