If you are a Solicitor/Professional Adviser acting on behalf of a Client

ShareGift is now routinely used by solicitors, accountants and other professional advisers, whose clients wish to donate small holdings, or where such holdings form part of deceased estates.

If any relevant legal paperwork has already been correctly lodged with the registrars of the Company, and you have the valid share certificate(s), we can prepare the transfer form(s) for your client. Please send us the original share certificate(s), ensuring we have the full details of the executor(s).

For shares from deceased estates where legal documentation has not yet been registered, we ask that you help us by arranging the transfers into ShareGift’s name. Proceeding in this way will reduce the overall amount of correspondence on all sides, and cut down on your costs as well as ours. Shares can be transferred to ShareGift on a standard stock transfer form. Transfers to ShareGift are for nil consideration and are therefore free from Stamp Duty, and this should be indicated when completing the transfer form.

Arranging the transfer directly with the registrars of the Company will also mean that you have the opportunity to receive confirmation of the change of ownership for your own records. As ShareGift is a very small office we are not able to confirm the ultimate transfer in each individual case of the thousands of small shareholdings with which we deal. To avoid unnecessary paperwork for ShareGift, we therefore ask that you do not request acknowledgements of transfer only, although we will of course enter into any correspondence required to achieve the transfer or to deal with any problems that arise.

Should your client wish to suggest a charity to benefit in the future from ShareGift, please include details of the charity concerned when you pass on shares to us. We are happy to send thank you letters to your clients if this is thought appropriate. Please provide us with the necessary details.