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1298_IWC_Booklet_1298_IWC_Booklet 03 08 2014 23 41 Page 1 Overseas Probate Financial Matters Our Services include Medallion Signature Guarantee Share Valuations Sale and Transfers Bankruptcy Searches IWC www iwc ltd co uk
1298_IWC_Booklet_1298_IWC_Booklet 03 08 2014 23 41 Page 1  Overseas Probate   Financial Matters Our Services include  Meda...

1298_IWC_Booklet_1298_IWC_Booklet 03 08 2014 23 41 Page 2 MEDALLION SIGNATURE GUARANTEE If you are administering an estate or dealing with a client who owns US Canadian assets and you are required to transfer sell the stocks you will need to obtain a Medallion Guarantee Stamp before the transaction can take place The requirements for this service are strict and must be precisely met for the Stamp to be provided IWC have a trusted supplier in the USA who is a member of a recognised and approved Medallion Guarantee Stamping Program They will verify the identity of the executors bene ciaries or share owners signing the transfer sale form and provide IWC with the Medallion Guarantee Stamp on your behalf US CANADIAN TRANSFER SALE SERVICES IWC can also deal with the full process of transferring or selling shares listed in the USA or Canada In dealing with the transfer and sale of shares in the USA or Canada it is very important that the requirements are met rst time as any incorrect documents submitted will result in rejection and could considerably delay the winding up of the assets in an estate The requirements can be complicated and time consuming without knowledge of how to complete the documents that must be submitted to the US Canadian transfer agents IWC can deal with the transfer of US shares for a very competitive price These services include IWC obtaining the Medallion Guarantee Stamp BANKRUPTCY SEARCHES Are you distributing funds from an estate If so you are required to run bankruptcy searches on any bene ciaries living overseas as part of your due diligence At IWC we can o er bankruptcy searches for a number of jurisdictions overseas including the USA Canada Australia Spain Italy and many more
1298_IWC_Booklet_1298_IWC_Booklet 03 08 2014 23 41 Page 2  MEDALLION SIGNATURE GUARANTEE If you are administering an estat...
1298_IWC_Booklet_1298_IWC_Booklet 03 08 2014 23 41 Page 3 OVERSEAS RESEALS OF PROBATE If you are administering an estate which includes an overseas asset you may be required to have the UK Grant of Probate resealed in another jurisdiction We can arrange for UK Grants to be resealed through our reliable agents in Jersey Australia and others SHARE VALUATIONS When dealing with Estate Administration it is important that Executors or Personal Representatives obtain correct valuations for stocks and shares to declare to HMRC IWC can o er assistance should you require a formal valuation as required for Inheritance Tax forms or indeed for any other purpose If required we can also provide a share veri cation service for which we would require a copy of the death certi cate and details of the shares that are believed to be held These services are also available to private individuals who may require shares to be valued formally for tax return or research purposes TRANSFER OR SALE OF UK SHARES Leading on from the Share Valuation service once the shares have been valued and the Grant of Probate has been issued IWC can deal with the Transfer or Sale of the shares on your behalf The service includes con rming the shareholding and registering the Grant of Probate with the UK registrar and if necessary replacing any lost share certi cates IWC will prepare the Transfer or Sale forms needed to dispose of or move the stock out of the name of the deceased If any share certi cates have been lost or stolen then the registrar would charge for their replacement and any such fee would be recharged as a disbursement on the nal invoice
1298_IWC_Booklet_1298_IWC_Booklet 03 08 2014 23 41 Page 3  OVERSEAS RESEALS OF PROBATE If you are administering an estate ...
IWC Office Addresses regional telephone numbers IWC Probate Services Head Surrey Office Suite 43 45 Airport House Purley Way Croydon Surrey CRO OXZ Tel 020 8150 2010 IWC Probate Services Leeds Office Prospect House 32 Sovereign Street Leeds LS1 4BJ Tel 0113 322 0818 IWC Probate Services Bristol Office Kings House 14 Orchard Street Bristol BSI 5EH Tel 0117 370 0499 IWC Probate Services Derby Office Denby House Business Centre Taylor Lane Derby DE75 7TA Tel 01773 300500 IWC Probate Services Nottingham Office Coppice Side Business Centre North Street Nottingham NG16 4DF Tel 0115 822 0901 IWC Administration Centre Braintree Office Suite 3 9 13 Bocking End Braintree CM7 9AE Tel 01376 349366 IWC Probate Services Newcastle Tyne Side Office Central Lofts 5 Waterloo Square Newcastle NE1 4DR Tel 0191 300 2110 IWC Probate Services Hemel Hempstead Office Atlantic Business Centre Hamilton House 111 Marlowes Hemel Hempstead HP1 1BB Tel 01442 500166 IWC www iwc ltd co uk IWC o er a full range of Probate Services for Professionals For further information contact IWC Estate Planning Management Ltd Tel Fax 020 8150 2010 email enquiries iwc ltd co uk
IWC Office Addresses   regional telephone numbers IWC Probate Services  Head   Surrey Office  Suite 43-45 Airport House, P...