Where can I find advice on whether to transfer shares into my name or allow Trustees to sell, given that the Trust is being wound up? | Lawhive - Solicitors & Lawyers Online
Where can I find advice on whether to transfer shares into my name or allow Trustees to sell, given that the Trust is being wound up?
Where do I go for advice on whether to transfer shares into my name or allow Trustees to sell? The Trust is being wound up. It's not a high value Trust so I can't pay lawyers fees or stupid figures for financial advice. Everyone I've spoken to so far just sells investment products, they are not proper advisors. I know more the CAB from 5 minutes googling. But I need someone who understand trust vs individual CGT, what I'd need them to indemnify me against as the Trust has been mismanaged, implications for nheritance tax, and whether the shares are worth keeping or not. Timeframes are short as I've been lied to. I will only be able to provide basic information as I don't speak to that side of my family so they'll only provide the information they are legally obliged to. Thanks

Anonymous

22nd April 2022

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