asset management

Asset Search

A thorough search for lost or unknown assets in Britain. Helps to ensure appropriate steps have been taken to identify all assets associated with an estate.

Complies with the 2009 IHT Penalty Scheme.

Reassurance to avoid penalties of up to 30% of the additional tax due if assets are identified after the IHT return is submitted.

These can include:

Bank and building society accounts

Stocks and shares

Pension schemes

Transfer Of Sell Shares

Life policies and investment trusts

Credit checks

Land Registry title details

Cost | £200 +VAT

If you are administering an estate which includes shares or you and/or your clients hold UK and/or international shareholdings, Fraser and Fraser can assist with the transfer and sale.

Cost | £75 +VAT

Share Valuations

We can provide share valuations to ensure necessary tax forms are complete when dealing with inheritance Tax.

Cost | Valuation of holding:

UK: £5 +VAT (Min fee: £80 +VAT) | Non UK: £10 +VAT (Min fee £80 +VAT)

Confirmation holding (Inc. valuations): UK only: £10 +VAT (Min fee: £80 +VAT)

Medallion Signature Guarantee

Fraser and Fraser is proud to be a certified guarantor of the official Securities Transfer Agents Medallion Program (STAMP). Our transactions stamping limit of US$ 1,000,000 enables us to provide a Medallion Signature Guarantee stamp that is suitable for a wide range of clients and situations. Having provided the Medallion Signature Guarantee stamp for solicitors, estate executors/administrators, individual (and joint) shareholders, companies and financial advisers, we are very familiar with the various forms requiring endorsement.

We provide a bespoke service based on the complexities of your individual case and shall be happy to advise you accordingly when you contact us about your particular need for the Medallion Signature Guarantee.

Cost | from £195 per line of stock