Estate management

Probate services

Estate management

Probate services

We offer support in dealing with a deceased estate via a comprehensive range of probate services.

Accessed via an investment manager, this service complements our wealth and investment propositions for lawyers and accountants.

Get in touch

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Call us on...

020 7600 1660

Helping you help your clients

Helping you help your clients

Our probate service provides detailed valuations to comply with IHT and Confirmation purposes including:

  • Full ex-dividend and interest payment data
  • Verification of assets
  • Registration of death
  • Assist with the transfer of assets
More information

From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.

What our client say

The team provide great personal service, I value the advice and have always felt that they keep my best interests in mind.

Client survey feedback

Meeting individual requirements

We often work closely with a client’s lawyers and accountants to ensure the client receives the best possible service.

Brett Bayliss

Investment Director

Latest insights

I bought my first shares on the London Stock Exchange back in the mid-1960s.

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