sharedate Probate Valuations
sharedata Probate Valuations
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

 

Valuation Service Sale and Transfer Services Additional Services                           Tel: +44 (0)1403 271170


Valuations Services:


Probate Valuation
Capital Gains Tax Valuation

Pension Valuation
Apportionment of Base Costs
Unidentified Certificates

Valuations ServicesCapital Gains Tax Service Capital Gains Tax service

Capital Gains Tax (CGT) Valuation Service

Capital Gain Tax is linked to the sale of a security. Share Data provides historic market prices for any date for all classes of security including:

  • Equities
  • Corporate Bonds
  • AIM-listed companies
  • OEICS & Unit Trusts
  • · PLUS listed companies
  • Gilts & Corporation Stocks
  • Investment Trusts
  • Overseas Equities & Government Issues

Such market prices are required to establish acquisition values for Capital Gains Tax purposes

As part our CGT Valuation service, if required, we can obtain the full transaction history of the individual shareholdings from the registrars.

We can provide details of all capital events including:

  • Acquisitions
  • Capitalisations
  • Consolidations
  • Return of capital
  • Rights issues
  • Scrip issues
  • Changes in par value
  • Company name changes
  • Listings & de-listings
  • Mergers & de-mergers
  • DRIP

The record of the compulsory changes alone is not necessarily a reliable guide to how an individual holding may have developed. We also cross-check the registrars record against a reputable published capital history of the company in order to verify the true position.

Where de-mergers have occurred Share Data can also provide Apportionment of Base Costs.

Submit a CGT Valuation Request Here or if you prefer phone, write or visit us in person.

Capital Gains Tax Service, CGT Valuation

Please contact us, for more information on our Capital Gains Tax service.

 

 

£4 per Historical Market Price

£35 History of a Holding + Registrar's fees

Minimum Charge - £50

Submit a CGT Valuation Request

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

Tel: +44 (0)1403 271170