Alpha Portfolio Service Brochure
The passing away of a relative, partner or close friend can be a distressing time. Sorting out their Estate may be the last thing on one’s mind and probate valuations can be complicated and time consuming.
Our Probate Service is here to assist Executors and Administrators deal with the valuation of investments within one’s Estate.
Our valuations are HMRC compliant and cover quoted UK securities, OEICs and Unit Trusts – both onshore and offshore, as well as currencies.
The service is available to anyone who requires an official probate valuation or, one probate is granted, the disposal of investments.
Our Probate team is headed up by Jane, who has over 20 years of experience in this field and will assist with the validation of shareholdings and production of the probate valuation.
We are able to offer a comprehensive and cost effective solution. Our experience and speed of service means that we can often provide a valuation within a week of receiving a probate valuation request, depending on the complexity of the Estate:
We will, on your behalf:
All probate valuations comply with HMRC requirements. Utilising full quarter-up pricing, we cover investments in your own name, where they are held jointly, or where they are held within an ISA or a Third Party Nominee. We can also provide SIPP and SASS valuations and are able to offer a Friday or Monday alternative if death occurs on a weekend.
We provide detailed information on forthcoming distributions, such as:
Upon settlement of an Estate, Beneficiaries and Trustees have the option of continuing to use Alpha for ongoing support and investment advice.
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Alpha Portfolio Management (Alpha) is a trading name of R C Brown Investment Management PLC which is authorised and regulated by the Financial Conduct Authority.
This website is for information purposes only and prospective clients should refer to Alpha’s printed literature. Any prices and other information on this website do not constitute personal recommendations or advice.
The material on this site is directed only at persons in the UK. It is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. It is your responsibility to inform yourself of and to observe all applicable laws and regulations of the relevant jurisdictions. Specifically, this website should not be accessed by any US Person. Please see a definition of a US Person at the end of this document.
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Alpha Portfolio Management has taken all reasonable care that the information contained within the website is accurate at the time of the publication. Alpha, however, makes no representation or warranty, including liability towards third parties, expressed or implied, as to its accuracy, reliability or completeness. Information, opinions and estimates and any other contents on this website are provided by Alpha Portfolio Management for information purposes only and are subject to change without notice.
Nothing contained on the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.
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Under no circumstances, including, but not limited to, negligence, shall Alpha be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials at the website.
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Our correspondence address is 1 The Square, Temple Quay, Bristol BS1 6DG – Tel 0117 203 3460. If you do not have a named contact, please write to the Compliance Director.
Unless instructed otherwise, we shall assume that we may communicate with you by email. Documents sent by email will not be encrypted. If you have a requirement for a greater level of security in electronic communications, please notify us of this and we will endeavour t implement a mutually acceptable email protocol, incorporating encryption standards. We use an industry standard firewall containing virus protection but cannot guarantee that all communications will be secure or free from infection. Emails and any attachments will be scanned for viruses prior to leaving our network. Internet communications are not secure and we cannot guarantee the security or accuracy of any emails we send.
We will not be responsible for any damages arising from any alteration of emails by a third party as a result of any virus being passed on.
We will communicate with you in English. We may record all telephone conversations we have with you or your agents, although we will not be obliged to do so. We may use such recording in the event of any dispute between us.
Alpha endeavours to ensure that the information we hold is accurate and up to date. You have the right to access your personal information held by us. If at anytime you would like to see a copy of your personal information or have it updated or removed, please contact us.
Alpha reserves the right to amend this policy from time to time. If we make any changes to the way in which we use your personal information we will notify you by posting an announcement on our website.
If you have any questions please contact us.
This information will be updated from time to time. You are advised to check if any such updates have been made since you last visited this website.
A US Person is any natural person resident in the United States (US); or a company or partnership incorporated or organised in the US, but excluding an offshore branch or agency of a US person that operates for valid business reasons and is engaged and regulated as an insurance company or bank; or a branch or agency of a foreign entity located in the US; or a trust of which the trustee is a US person, unless a non-US person has or shares investment discretion; or an estate of which a US person is the executor or administrator, unless the estate is governed by foreign law and a non-US person has or shares investment discretion; or a non-discretionary account held for the benefit of a US person; or a discretionary account held by a US dealer or fiduciary, unless held for the benefit of a non-US person; or any entity organised or incorporated for the purposes of evading US securities laws.
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