What our clients say about Title Research

Following the passing of our father in early 2024, my sister and I found ourselves navigating the responsibilities of being Executors of his Will, as well as acting as attorneys for our elderly mother. Among the many tasks we faced was managing their shareholdings with Great-West Lifeco in Canada. After spending over six months attempting to handle the transfer and sale of these shares ourselves, and encountering numerous obstacles, we turned to Title Research for assistance.

From the outset, our enquiry was met with a prompt and efficient response from Liam Bishop. He clearly outlined two service options: a standalone Medallion Gold Guarantee service, or a comprehensive transfer and sale service that would allow us to hand over the entire process, aside from signing a few necessary documents.

Liam’s initial communication was exceptionally clear, detailing the process and expected timelines. Thanks to his thoroughness, we were never left uncertain or wondering whether we needed to follow up. He kept us informed at every stage, making what had been a frustrating and complex process feel manageable and well-supported.

We are incredibly grateful for the professionalism and clarity provided by Liam and the team at Title Research.

Helen & Lucy

As the Executor for my aunt’s Will, I faced a brick wall from the Registrars of a shareholding because I had no documentation, and they did not recognise any of the addresses I provided.

In addition, the shareholding was complex, due to mergers and demergers over a period of more than 50 years and an overseas address.

Liam Bishop of Title Research was thoroughly professional and persistent, and was able to get the Registrars to acknowledge the shares. The fees were very reasonable given the level of work involved!

Dr Grace Scrimgeour, Executor

When I had to transfer my late husband’s Canadian shares to my name the transfer agent lacked sensitivity. They never stopped sending me letters addressed to my late husband, which I found very difficult. I was very distressed when I approached Title Research in view of selling the shares.

Title Research was completely different; they were helpful, considerate, and thankfully took over all communications with the transfer agent.

My advisor Liam Bishop was helpful beyond the call of duty and resolved all the issues.

I am very satisfied with the service I experienced at Title Research. I would like to thank the team wholeheartedly.

N Bartlett

We instructed Title Research on an estate where there was an inheritance tax liability of c.£100k but no available cash. The Executors could only proceed with the probate application if they agreed with HMRC that they would liquidate assets and pay the Inheritance Tax within four weeks of receiving the grant. 

Achieving this relied solely on the sale of the certificated investment portfolio that Title Research was administering. Title Research was extremely helpful and understanding of the importance throughout.
Their efficiency and forward planning ensured the sales were made promptly and that the tax got paid within the four-week deadline.

The team was a pleasure to deal with and Liam Bishop’s calm guidance was particularly appreciated.

Greg Fletcher, Senior Associate, Cripps

"Excellent service, very friendly staff, very efficient and good communication keeping you updated every step of the way. Instructions carried out timeously."

Thorntons Law

"You are always able to help me when I approach you and your regular updates are appreciated both by me and my clients."

Gilbert Stephens Solicitors

"I have been using Title Research for many years. The service has always been excellent."

Ennis-Webb & Co

"Excellent service."

Irwin Mitchell Solicitors