Probate Service Private Individuals Valuation of the Shareholdings

The Probate valuation (Confirmation valuation in Scotland) has to follow to the requirements of HM Revenue and Customs, using data sources specified by the Capital Taxes Office for probate pricing purposes.

Share Data has many years' experience in portfolio valuation. Our valuations include accrued interest, dividends and exchange rate data where applicable and can be provided for any date.

We provide prices for all investment securities including:

Equities Corporate Bonds AIM-listed companies OEICS & Unit Trusts

Gilts & Corporation Stocks Investment Trusts Private companies Overseas Equities & Government Issues

Our valuations are normally despatched within 48 hours of receipt via e-mail or first class post.

To submit a valuation request please click here