Risk can be greatly reduced by concentrating on only a few holdings.
Over the last 25 years, we have established close working relationships with a significant number of legal practices.
GAM can produce probate valuations accurately and in line with HM Revenue & Customs requirements. We take on the task of accurately producing valuations from either a list of stocks or the original share certificates, taking into account any corporate actions which may have occurred, checking the validity of certificates and tracing the history of holdings to explain any discrepancies. We understand the issues that can arise from incomplete paperwork, leading to inaccurate valuations and delays.
Our thorough and personal approach can go a long way to relieving pressure at a time that is difficult for clients.
The administration of estates can be a very time consuming process. At GAM, our experienced practitioners are familiar with the intricacies specific to the administration of estates. GAM can take care of the estate administration process from registering letters of administration with individual company registrars, to carrying out the sales from the estate.
We can also provide guidance and advice to beneficiaries on managing their investments.