How do I then sell the portfolio?

Enclosed with our valuation will be the appropriate forms, part completed, to facilitate disposal.  

These forms may alternatively be downloaded from our website or else requested from Premier Clients.

These forms  should be completed and signed by the Executors/Administrators and returned to our office together with the original Share Certificates, sealed office copy Grant of Probate/Letters of Administration and Executor's/Administrator's certified copy Identification Documentation.

Premier Clients will then lodge the Grant of Probate with each respective Registrar. This service is again provided free of charge.

On confirmation each Registrar has updated their records, Premier Clients will proceed with the disposal of shares on behalf of the Estate and furnish you with Contract Notes.

On settlement of the trades, payment will be forwarded via BACS to the Bank Account nominated on our Application Form.