Investment Management and Stockbroking Services

Trust and Probate

Our investment management services extend to portfolios held under Trust. We are able to liaise closely with solicitors and accountants in regard to establishing and running a trust fund or charity and the on-going tax reporting. We understand the need to work within the administrative framework and requirements of trustees. We are also familiar with the workings of trustee meetings and are pleased to attend as required.

In matters of probate Ramsey Crookall offers an efficient, and comprehensive service and can advise when required. In addition we can: arrange disposal of shares, assist in the dealing and apportionment of the estate, verify each of the holdings on your behalf with the appropriate registrar, obtain letters of indemnity for any missing share certificates, draw up the necessary Transfer forms for sale or transfer, and arrange for re-issue of outstanding dividends and supply all documentation