Estate administration: valuing the estate: initial letter to stockbroker or investment manager | Practical Law
https://content.next.westlaw.com/practical-law/document/I33f12c24e8cd11e398db8b09b4f043e0/Estate-administration-valuing-the-estate-initial-letter-to-stockbroker-or-investment-manager?viewType=FullText&transitionType=Default&contextData=(sc.Default)
This is a standard letter to a stockbroker or investment manager requesting a valuation of a deceased's investments for inheritance tax purposes.
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Estate administration: valuing the estate: initial letter to stockbroker or investment manager
Practical Law UK Standard Document 6-383-9031
(Approx. 6 pages)
Estate administration: valuing the estate: initial letter to stockbroker or investment manager
by
Practical Law Private Client
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This is a standard letter to a stockbroker or investment manager requesting a valuation of a deceased's investments for inheritance tax purposes.