valuations, sale and transfer, probate valuation, probate services, Tracing Beneficiaries, Grant of Probate, Resealing,Capital Gains Tax, CGT Service,Apportionment of base costs,Certificates, verification, Sale, transfer, investment securities,Medallion Guarantee, Transfer, US Securities,Dividend, recovery
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About Share Data

Established since 1995 in Horsham, West Sussex, Share Data provides a range of services for solicitors, executors, accountants and other financial intermediaries as well as private individuals. Since our establishment, our clients have relied on us to consistently deliver a high level of professional services.

Our approachable and dedicated team includes experienced members specialised in specific areas of the business.

Teresa Lowe – General Manager

Teresa re-joined Share Data in April 2011 as a supervisor after spending 5 years with us from 1998-2003 and was promoted to General Manager in February 2013. She has more than 10 years experience dealing with the valuing and verification of shares together with handling case loads for the more investigative work.

Angela Coventry – UK Sale/Transfer of Shares Specialist

Before joining the company, Angela worked in various solicitors practises for over 10 years. Since coming to Share Data in 1998, she has specialised in the sale and transfer of shares and is now responsible for this service.

Peter Double – Probate Reseal Specialist

Founding partner of Robertsons, Peter practised law in England, Hong Kong and California mostly engaged in Trust Law, Tax Planning and Asset Protection work. Peter co-authored a book on Asset Protection Trust & Tax Planning laws.

Since he joined Share Data in 2007, Peter has been in charge of Probate Resealing work and subsequent transfer or sale of underlying assets to the Beneficiaries. He also arranges for and organises Medallion Guarantees.

Our team is committed to consistently provide comprehensive and high quality services to our clients.

Benefits

  • Approachable and dedicated Team
  • Service tailored to individual needs
  • Competitive prices
  • Delivery by email, phone, fax or post
  • Error and omission insurance to the value of £250,000
Our clients are mainly solicitors, financial advisors, accountants, registrars and private individuals. Satisfied by our excellent services, leading registrars regularly refer private investors to us.

For more information please contact us

 

             
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