Business & Finance0 min ago
Us Investments - Lost, Stolen Or Strayed
2 Answers
How do you sort out a US investment once held by a UK resident who has now died ? The company or its registrars keep sending notes about interest earned, but the solicitor/executor can't or won't identify the investment, and nobody can find out how much it is worth. At a wild guess it might be around £900, but we simply can't get any sense out of the US agents/registrars (or whoever they are). They keep asking us for code numbers, customer numbers, registration numbers, and they say that all the numbers which have been sent so far ( all the numbers from all the old paperwork have been sent ) are insufficient.
Any ideas where the executor goes from here ?
Any ideas where the executor goes from here ?
Answers
Best Answer
No best answer has yet been selected by atalanta. Once a best answer has been selected, it will be shown here.
For more on marking an answer as the "Best Answer", please visit our FAQ.I have had this. American registrars are quite incapable of understanding that the UK has a completely different system and , surprisingly, we don't have the IRS number which they are so fond of. I had to ring them up and painstakingly explain all this and then have them take me through which numbers that I had that were pertinent, and also use what information I had for them to find any numbers they wanted and which were in their records, of course. After all, the deceased had a holding; they can't deny that; and how would an American holding a million dollars worth proceed if he'd lost all numbers?
-- answer removed --
Related Questions
Sorry, we can't find any related questions. Try using the search bar at the top of the page to search for some keywords, or choose a topic and submit your own question.