Share certificate and cheque icon

Low value holdings

We can help with residual share and cash entitlements

Small shareholdings within estates can be tricky and time-consuming to resolve. Whilst larger holdings may be readily sold for the benefit of the estate, the value in small shareholdings can be far outweighed by the costs involved in lodging legal paperwork with the registrars and the subsequent stockbroking commission, as well as the associated solicitors costs.

ShareGift is a charity that can solve the problem of small shareholdings within estates, at zero cost.  We specialise in accepting donations of shares and cash entitlements, regardless of value.

 

  • We will accept shares regardless of value.
  • We can assist with preparing transfer paperwork.
  • We can accept shares held electronically and shares held in certificate form.
  • We can transfer most low-value shareholdings even when the share certificate has been lost.
  • Where indemnity costs are incurred for lost certificates we will typically cover these charges.
  • We can accept all types of securities including most shares listed overseas, providing the necessary legal paperwork has been lodged with the registrars overseas.
  • We can accept charity suggestions in respect of shares given to us from an estate.

A picture of the front page of ShareGift's Legacy Pack

Estate planning and legacies

For those thinking about estate planning, all the information about leaving a legacy to ShareGift is covered in detail in our Legacy pack.

Do feel free to contact us with any questions.