We would be grateful if the Personal Representatives could appropriate the Royal Osteoporosis Society’s share of any stock exchange investments into our name in the executors' books and sell them on our behalf acting as bare trustee.
This avoids any possible liability to Capital Gains Tax on the disposal.
We would prefer that our entitlement is sold through our stockbrokers:
Charles Stanley & Co. Ltd
25 Luke Street
London
EC2A 4AR
(DX:123150 Broadgate 1)
Please mark all correspondence for the attention of:
Nick Percy-Davis
Direct line 020 71496338
Charlotte Benge
Direct line: 020 7149 6684
Joanna Mason
Direct line: 020 7149 6239
Charles Stanley & Co offer a preferential charity share-dealing rate to charities. This rate can reduce the overall commission charges by up to 75%, thereby significantly increasing the value of our gift.
We are aware that the shares may be held either as certificates, or via a nominee name. Charles Stanley are equally happy to deal with either form of registration. Please contact them if you have any queries about the share sales.