Probate Services

Simple Investments Ltd offers a straightforward and comprehensive process for firms seeking an expedient probate service, when looking after a deceased estate.

Our services include the following:

Probate Valuations

• Valuations are produced in accordance with IHT 200 and relevant D schedules.
• All valuations will include details of dividends where necessary.
• Depending on the estate, we aim to deliver valuations within 5 working days.

Probate Administration

• We will register the death with the relevant registrars.
• All holdings will be reconciled and verified.
• Information is provided on any name changes or reorganisations.
• Notification will be made of any indemnities required due to any missing certificates and we will assist firms to obtain replacement certificates.
• Grants of Probate will be registered with the relevant registrars.
• We shall assist in the transfer of assets from the deceased to executors / beneficiaries.

Additional Services

• Once the transfer is complete we can offer a full advisory service to the beneficiaries relating to the portfolio.