The Simple Probate Service

Simple Investments
1 High Street
Godalming, Surrey
GU7 1AZ
T: 01483 413500
F: 01483 419933
E: info@simple-investments.co.uk

Simple Investments Ltd offers a straight forward and comprehensive process for firms seeking an expedient 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 deceased to executors / beneficiaries.

Additional Services

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

"I write simply to say a heartfelt thank you for everything you have done in sorting out the realisation of my father's shares in the past few months. As no doubt became quickly clear to you I had little comprehension of how it all worked, and it was always reassuring to have the confidence of your support throughout.

It is always a pleasure to find like-minded souls in whatever arena you cross paths, and that was true of all those who I came across at Simple Investments.

May I wish you and your firm every success in the future, and it would be a pleasure to see you in the Dog and Pheasant , do ring if you're nearby en route home and I'd be delighted to buy you a pint. Many Thanks Again."
Mr Milliken-Smith

Tenbagger - "A stock whose value increases ten times over its purchase price. This expression was coined by Peter Lynch, one of the greatest investors of all time, in his book "One Up On Wall Street”"