This article will guide you through how to add overseas assets to your case and provide some useful hints and tips.
In the case you are working on:
- Click the asset tile you want to add. As an example, we are using a holiday home in Spain therefore adding a new Land/building asset:
- Choose to enter the address manually (the address finder will not work for non-UK properties)
- Enter the Executor's estimated value (£) and the Surveyor's formal evaluation (£) in £ sterling (you could use a currency convertor if required)
- When recording the Asset location, ensure Elsewhere is selected
❗ Ensure the Asset value is recorded in £ sterling
❗ Ensure the Asset location is recorded as Elsewhere
💡 Selecting Elsewhere as the location allows Exizent to group foreign assets together in court and inheritance tax forms
💡 All other asset tiles work the same, just select Elsewhere as the asset location for any other overseas assets
👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help.
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