Foreign shares, property & bank accounts can be tricky. Most UK firms can not handle it - we can.
✅ Medallion guarantees
✅ US forms (706NA, 709)
✅ Probate resealing & more
Download our guide (link in bio).
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Estate asset sales in the UK are rarely delayed by market conditions.
Most delays are procedural:
• Waiting for probate
• Lost share certificates
• Overseas compliance
• Valuation inconsistencies
• Documentation issues
Delay is usually preventable with early review.
Managing an estate requires careful coordination, accurate documentation, and an understanding of cross-border requirements. We support probate and estate management with practical expertise, ensuring estates are administered correctly from start to finish.
Our Bereavement & Probate Guide is now available as a practical reference that brings together key information and signposts on probate and estate administration.
Download here:
sharedata.co.uk/bereavement-…
Your estate, your choice. ✍️
A Deed of Variation lets beneficiaries adjust inheritance after probate.
We make the next steps simple: trust accounts, guidance, compliance.
🔗 Learn more: sharedata.co.uk/deed-of-vari…
#DeedOfVariation #EstatePlanning #ProbateSupport
NEW ARTICLE!
Discover how technology, AI, and data integration are transforming the landscape of probate. Read some insights on beneficiary tracing, asset search, and genealogy. Link in Bio!
Missing financial assets can delay estate administration, especially across borders.
Our Financial Asset Search helps identify regulated financial assets in the UK and internationally.
#Probate #InternationalEstates
Tax season is around the corner, don’t leave it to the last minute. #TaxSeason2023 #FinancialPlanning #LastMinuteTaxes #TaxPreparation #StayOrganized #FileEarly #MoneyMatters
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Proud to be members of FIAT-IFTA, part of an international professional network. #FIATIFTA #InternationalNetwork #ProfessionalCommunity #Networking #ProudMembers
Missing beneficiaries can unexpectedly challenge executors, especially in international or historic estates. Tracing support helps reduce delays and protects executors while ensuring proper estate distribution.
#Probate #MissingBeneficiaries #EstateAdministration
UK estate with U.S. assets over $60k? 📄 You need to file Form 706-NA! We help with cross-border tax & probate. #Form706NA #ProbateSupport #USAssets #ShareDataUK


