Free webinar: Cross-border estates: Managing client expectations

In this webinar on Thursday 26th March, Title Research’s head of business, Anthony Allsopp, will provide an overview of the common types of cross-border estates that you might encounter as a UK practitioner. The focus will be on North American assets in particular and also take a closer look at some other common jurisdictions where you may need to reseal a Grant or obtain a foreign Grant. 

The learning objective of this webinar is to understand some of the common challenges inherent with cross-border estates and how these may impact timescales to finalise the UK estate, as well as the potential costs involved, so that you can manage client expectations early on in the process.

Topics include:

  • North American assets
  • Shareholdings, bank account, and investment accounts
  • Double taxation treaty
  • Medallion Signature Guarantee
  • Escheatment
  • Resealing a UK Grant – when is this required, and how long does it take
  • Obtaining a foreign Grant – when might a fresh application be required to gather in asset(s)
  • And much more

Click here to register for the free webinar.

If you can’t join on the day, please still register as all registrants will receive a link to the recording after it has taken place.

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