Deceased Estates
Navigating Wealth Transfers with Expertise
Dalton Equities has extensive experience in working with lawyers, accountants, and executors to manage the complexities of deceased estates with precision and care. We understand the unique challenges involved in estate administration and provide tailored solutions to ensure a seamless transition of wealth.
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Our specialised services include the efficient liquidation of deceased estate share portfolios and facilitating the transfer of shares to beneficiaries. We work closely with executors to ensure compliance with legal and regulatory requirements, minimizing delays and administrative burdens.
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In addition, we assist in locating missing shareholdings and unclaimed dividend payments, helping to recover and consolidate assets that may otherwise be overlooked. For beneficiaries inheriting shares, we provide strategic investment advice, offering guidance on whether to retain, restructure, or divest holdings in alignment with their financial goals.
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With a deep understanding of market dynamics and estate administration, Dalton Equities is committed to delivering independent, research-driven advice that ensures clarity, security, and efficiency in deceased estate wealth management.
With 25 years of stock market experience, Ben Polkinghorne specializes in assisting lawyers, accountants, and executors in navigating the complexities of deceased estates.
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His expertise includes the efficient sell-down of share portfolios, transferring shares to beneficiaries, and locating missing shareholdings and dividend payments. He also provide tailored investment advice to beneficiaries, ensuring a seamless transition of wealth.
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​With a commitment to ethical standards and transparency, Ben ensures that every estate settlement is handled with professionalism and care.
Contact Ben via the form to navigate deceased estate investments with confidence.