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


Valuation Services:


Probate Valuation
Capital Gains Tax Valuation
Pension Valuation
Apportionment of Base Costs
Unidentified Certificates

 

Valuation Service

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

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 Share Valuation 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:

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

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

 

 

Share Valuation

Printed Valuation

£4 UK-Listed
£12Non-UK Listed

Minimum Charge - £50
£25 for one security

Get a Quote

Submit a Valuation Request

Verbal Valuation by Telephone

£15 per security
Minimum fee does not apply

Certificate Verification

£8.50 UK-Listed
Non-UK Listed - On Request

Minimum Charge - £50

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

Tel: +44 (0)1403 271170