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
of unknown assets
Of all searches
Make a find
Fraser and Fraser offer a number of different services to support you with managing assets.
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 £195
Please contact us for information regarding the transfer and sale of US/ Canadian holdings so we can tailor our service to your needs.