Next virtual seminar:
Gathering in and managing assets in estate administration
Wednesday 18th May at 12pm
Assets are becoming more complex and it is now common for estates to include shareholdings, investment accounts, and bank accounts located in foreign jurisdictions.
That's why our next virtual seminar will discuss some of the common pitfalls that our clients encounter when trying to manage these assets, including timescales, cost, and risk.
More specifically, in addition to a live Q&A session, we will cover:
✔️ What can be outsourced to a specialist
✔️ Identifying assets
✔️ Financial Asset Searches
✔️ Valuing and verifying shareholdings
✔️ North American Assets
✔️ Obtaining foreign Grants or resealing UK Grants
✔️ UK shareholdings
To register your place, click the button below:
Tracing missing beneficiaries
Title Research's Technical Manager, Simon Barber, outlines some of the most common risks presented to legal professionals when faced with missing beneficiaries.
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Managing assets in estate administration
Title Research's Head of Business, Anthony Allsopp, explains how to effectively manage assets in estate administration, including those which are overseas.
How best to advise your clients
Simon Barber discusses the common challenges faced by Personal Representatives, the various charging methods available, and the reasons to outsource to a specialist.
