Offering a comprehensive service on all aspects of the administration of shares in deceased estates in Ireland, the UK, the US and worldwide.

The service ranges from providing valuations at date of death using the Revenue prescribed formula, to valuations for other important tax dates for the calculation of Capital Acquisitions Tax (CAT) through to the post grant formal noting of death on the shares, to the sale or transfer of the shares to the beneficiaries.

We also have access to a Medallion Stamp provider for US and Canadian shares and collaborate with an advisory service on the payment of US Federal Estate Tax.

The Service also includes research on historical holdings, corporate actions and preparing dividend schedules where required.