Sharon Edwards dealt with a deed of variation for me relating to my aunt's will. She was great from start to finish and never kept me waiting for a reply. She was very friendly and efficient - don't be afraid of using the IWC online services!
I dealt with Loren Jarvis, who was amazing! The service was great and I could not have asked for a better contact/service.
Thank you - will recommend to all our family and friends going forward.
Invaluable assistance with handling US share transfer
The support offered by Debbie of IWC probate services has been fantastic. Detailed and prompt replies have made the experience really quite easy. Initially I'd been trying to handle shares from my father's estate myself to save money but, amidst everything that was going on, and due to the complicated nature and multiple unknowns of dealing with US shares, I'd tried to make progress for a number of months with limited success. It had been stressful and constantly weighing on my mind. The cost is not insignificant.. but looking back now I am more glad than ever that I did pay for assistance as I'd still be struggling and stressing about the whole thing now without the help. As it is.. things are mainly cleared up, and I know that Debbie will be on hand to help with the final stages. Would strongly recommend them if you are bamboozled by the paperwork and complications of transferring US shares.
My NLV application started in October and was eventually approved in December. Throughout this time there have been ups and downs. However Juan Oliva at IWC has been very helpful. I'm very pleased with Juan and IWC's backup all the time I've been working with them.
The expertise of the agent and her support through all the process of transferring the shares inherited from in 2001 passed away uncle, is very good.
Since 2001 this transfer was not possible by Computershare in the US.
In the end after I have contacted IWC in the end of 2021, and after a very good Agent from IWC handled this issue, it was possible to realise this transfer in September 2022. in Dec 2022 it was possbie to sell these shares by Computershare.
Loren at IWC has been excellent, nothing was too much trouble especially with the help she gave in regards to completing extremely complicated forms, so much appreciated. I wouldnβt hesitate to use loren and IWC again.
Loren assisted me in the transfer of overseas shares with great detail and attention. Nothing was too much trouble and canβt recommend highly enough.
I would highly recommend IWC, their service was second to none, everybody I spoke to was so helpful guiding me through the completion of all the very complicated forms.
IWC kept me informed at every stage of the process and dealt with all my enquiries promptly.
Many thanks!
Very pleased with the whole process. It involved an updated Will for my house-bound father who has early signs of dementia. Unlike local companies I approached, IWC were very happy to do a home visit and approached the whole process with care, understanding, efficiency and professionalism. I would certainly recommend to others, indeed I already have.
This company weβre so patient with me setting up my will. I have terminal cancer and wanted to get things in place early on and the team helped me every step of the way. I made a few mistakes but they helped me rectify them. Highly recommend.
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