Valuation Service

Highly experienced in investment securities pricing, Share Data provides high quality valuations for all purposes including:

• Probate Valuation
• Capital Gains Tax Valuation
• Pension Valuation

Share Data has developed its product suite to help shareholders with the management of their securities and more especially the valuation of their portfolio. We are experts in valuing Stocks, Shares and Funds and have a dedicated team that provides comprehensive valuations for any purpose saving our customers valuable time.

Our valuations follow the requirements of HM Revenue and Customs, using data sources specified by the Capital Taxes Office for valuation purposes.

Valuations can be provided for any date and include (where appropriate):

• Accrued Interest
• Dividends
• Exchange Rate Data

We Provide Market Prices for All Investment Securities Including:

Share prices for private companies can be hard-to-get. Share Data undertakes share price research and strives to provide them whenever possible.

Over 1,000 law firms and other professional intermediaries, as well as countless private individuals worldwide have trusted Share Data to provide fair, prompt and comprehensive share valuation services.

Whether you require a comprehensive formal portfolio valuation or quick verbal advice of historic share prices, Share Data can help.

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

For more information on Share Valuation Services, please contact us