Share Data has over 10 years of experience in Probate valuations (Confirmation valuations in Scotland).

We have worked on a wide variety of cases, from helping first-time executors through the whole administrative process to providing busy lawyers with a comprehensive service.

Situation:

• Private Individuals
• Professionals

Valuations, conforming to HMRC requirements, can also be provided for SIPPS

Over the past few years significant developments in technology, and use of the Internet particularly, have provided ready access to a wide range of information on markets and stocks.

This has resulted in many investors becoming more involved with, and having greater understanding of, the process of managing their investments.

Share Data added new services to its suite in order to help shareholders with the management of their securities.

Share Data is pleased to offer the following services:

• Capital Gains Tax
• Dividends Recovery
• Drafting Wills
• Portfolio Management
• Unidentified Certificates

Share Data offers sale and transfer facilities either following a probate valuation or a request made by a shareholder.

Situation:

• I am selling / transferring the shares in an estate
• Private Individuals
• Professionals
• I am selling / transferring my own shares