Hi. Having inherited an investment portfolio, we are very new to this game and each answer we seek, seems to bring more questions - and cynicism on my part.
I have received different answers from our Solicitor, our Financial advisors and the broker currently managing the portfolio. Shares are now in Estate (Probate just granted).
My issue: 1. Do we act whilst in Estate (estate pays costs) or wait till in our name? (sounds expensive to me)
2. When we act, do we need to sell down before transferring to a new manager (via our financial advisor) or just transfer them?
Has anyone had recent experience with this please?
I have received different answers from our Solicitor, our Financial advisors and the broker currently managing the portfolio. Shares are now in Estate (Probate just granted).
My issue: 1. Do we act whilst in Estate (estate pays costs) or wait till in our name? (sounds expensive to me)
2. When we act, do we need to sell down before transferring to a new manager (via our financial advisor) or just transfer them?
Has anyone had recent experience with this please?
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