Additional Services

Lodging Death Certificate
As part of the probate valuation service we can help ensure a safe administration of the holdings by lodging copies of the death certificate with all the relevant registrars preventing any unauthorised dealing in the shares.

£7.50 per UK-Listed holding & £15 per Non-UK Listed holding. Contact Us for a Quotation

In addition we can register the appropriate Death notices in the London Gazette (or similar overseas requirement) and local newspapers.

£50 plus London Gazette and Newspaper fees.

Provision of Certificates
We can obtain copies of Birth, Death and Marriage certificates, Grants of Probate and Letters of Administration in the UK and Overseas

£30 per certificate in the UK. Overseas documents will vary depending upon jurisdiction.

Tracing Beneficiaries
Our genealogical researches have a success rate of over 90%. This Tracing Beneficiaries service enables executors or administrators to fulfill their legal obligation of locating all inheritors and when a person is not found we produce a search report to help executors apply for indemnity insurance.

From £200 per name. Contact Us for a Quotation

Estate Accounts & Inheritance Tax Forms
We can assist with the completion of the Inheritance Tax returns and the preparation of Estate Accounts.

£100 per hour with estimate provided on a case by case basis. Contact Us for a Quotation

Dividend & Interest Schedules - Life Time Tax
We can provide income schedules for dividends and interest distributions for the completion of the Life Time Tax affairs and the Estate Administration.

£5 per UK-Listed holding & £10 per Non-UK Listed holding (including exchange rates).Contact Us for a Quotation

Valuation Software
Probsys is an automatic valuation system for securities portfolios. It is straight forward and provides immediate Probate, SIPP, historical valuation in accordance with the HM Revenue and Customs rules and regulations. Probsys is the ideal solution for people with a good knowledge of the valuation process but not enough resources to undertake valuations.

Contact Us For More Information

All prices quoted are subject to VAT at the current rate.