Medallion Guarantee Stamp

US Inheritance needing Medallion Stamps in UK: a guide to certification

Inheritance from the USA is never a straightforward process. If you’re a UK resident and you inherit a US Individual Retirement Account (IRA), there can be US and UK tax obligations. Claiming the assets can also be fraught with difficulties and complications, including UK Medallion Guarantee Stamps, notarization and certified documents. Additional special tax forms […]

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Case Study: Navigating Complex US Inheritance Paperwork for a UK Beneficiary

In this case study, we provided assistance with US inheritance paperwork to the niece of a beneficiary, who had to navigate a dizzying array of unfamiliar financial terms, how to handle an individual retirement account (IRA) inheritance, and forms for inheriting a US annuity that was issued by a US Mutual. Background Information Personal/Financial Situation: The client

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