Missing Shares

Missing SharesWe regularly get involved in tracing what happened to shareholdings, whereby old certificates have been found, or a handwritten note from a deceased family member mentions an asset. In other cases, it is a company which has taken over another company and there are references to assets held in what appears to be a defunct pension fund.

We identify, value and submit the appropriate affidavits and supporting documents and work with Attorneys (where necessary), in order to arrange the sale and remittance of the proceeds and dividends to the beneficiary. We provide details of how the holdings evolved, in case this is required by the relevant tax authorities.