Probate Share Portfolio - Cheeky request

Probate Share Portfolio - Cheeky request

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Lord Pikey

Original Poster:

3,257 posts

215 months

Tuesday 4th August 2015
quotequote all
This is a very very cheeky request, and i wont be surprised if you lot tell me to ps off. But you can only ask.

My wifes grandmother passed away (at 104!) recently and was a fairly well invested lady. We have been given a list of her share holdings and asked which we would like to liquidate and which we should keep. The issue is we have until Monday to make this decision and its not really going to be possible to research 40+ companies in depth.

So my very cheeky request is if if paste the list below, if there is anything that we really should hold on to please let me know, otherwise I think we will sell as its a nice chunk towards our first home.

Or, if you can recommend someone to do this professionally then we have no objection in paying for an opinion either


British Telecom 5.75%
Invesco Corporate Bond
JP Morgan Global High Yield Bond
Kames Sterling Corporate
M&G Managed Corporate
Schroder Strategic Credit
Threadneedle High Yield UK Bond
Astra Zeneca
Aviva
Barclays
BHP Billiton
BP
British Land
BT
Carillon
Costain
Glaxosmithkline
Intercontinental Hotels
Lloyds Banking
Persimmon
Royal Dutch Shell
SSE
Severn Trent
Vodaphone
Aberdeen Opportunities Equity
Barclays UK Core
JP Morgan Uk Dynamic
Standard Life Investment Property
Mercantile investment
BNY Global Income
BNY Mellon Asian Income
South32 Ltd
Brown Advisory

Thank you! We are feeling very rushed


Lord Pikey

Original Poster:

3,257 posts

215 months

Tuesday 4th August 2015
quotequote all
We want to buy a house next year, and other other factor is we want to shares cashed out into Euros as we are buying in Germany. This means we are keen to get the cash asap so we can take advantage of the Euro being on its arse.

So ideally we would take them all as cash, but anything that is seriously low or expected to rise in the next year or two we could leave as shares.

Does that make sense?

Lord Pikey

Original Poster:

3,257 posts

215 months

Wednesday 5th August 2015
quotequote all
Thanks all.

lots of food for thought and the time frame has been eased now so we can take our time with the decision.