Putting inherited shares into new name(s)

Langtang

After my FIL's estate is settled, we will be left with some shares that he owned. We plan on keeping them & splitting them between us. At present, they are held by Redmayne Bentley, but would think that we would hold them ourselves going forward. How do we go about getting them put into our names? Do RB do that (at a cost) when we finally inherit them, or do we have to do it ourselves? Thank you.

JGB1955

The options seem to be listed on this form: Probate-Winding-up-a-Redmayne-Bentley-Account.pdf

Scrudgy

When I did this with my dad’s estate, I changed the shares my dad owned between me and my brother. There was no fee. Death certificate, confirmation of estate (Scotland) and a letter detailing the executors (that was me) requirements was all that was required. Took a few weeks and we each got a share certificate completing the process. I then transferred the paper certificate shares into my share-dealing account with a crest transfer form. Company agent I had to deal with was Equiniti.

Starpost1934

My husband was left some Santander shares in my late mum’s will. My mum died October 2016 and the issue of transferring these shares is still not resolved! I still receive paperwork addressed to my sister & myself as executors of my mum’s will. This is causing never ending upset to all involved for what reason, it’s maddening and sad. We employed the services of a known to the family solicitor to wind up mum’s estate and all went quite smoothly regarding the house and other affairs but this transferring of shares has a real issue for the family 

Keep_pedalling

It would be a lot simpler to sell them. If you really do want to hold shares in this particular individual company then use the cash to buy more, but individual shares ar3 high risk so I would look at using the cash to buy a diversified fund instead.

wmb194

Starpost1934 said:

My husband was left some Santander shares in my late mum’s will. My mum died October 2016 and the issue of transferring these shares is still not resolved! I still receive paperwork addressed to my sister & myself as executors of my mum’s will. This is causing never ending upset to all involved for what reason, it’s maddening and sad. We employed the services of a known to the family solicitor to wind up mum’s estate and all went quite smoothly regarding the house and other affairs but this transferring of shares has a real issue for the family 

It really shouldn't be difficult. Santander's registrar - Equiniti - will be dealing with this sort of thing everyday and as an executor you could just do it yourself.

A quick Google found me this document: https://www.shareview.co.uk/4/Info/Portfolio/santanderhelp/en/home/shareholders/BereavementSupport/Documents/Santander-Bereavement-Brochure.pdf