Valuation Services

Highly experienced in investment securities valuations Share Data provides high quality portfolio, capital gain tax, SIPP & probate valuations.

Aware that significant developments in technology have provided ready access to a wide range of information on markets and stocks and that consequently many investors are more involved with, and have greater understanding of, the process of managing their investments, Share Data has developed its product suite to help shareholders with the management of their securities and more especially the valuation of their portfolio.

Our valuations follow the requirements of HM Revenue and Customs, using data sources specified by the Capital Taxes Office for inheritance tax and probate pricing purposes. 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 Overseas Equities & Government Issues

Prices for Private companies' investment securities can be hard-to-get. Share Data undertakes 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 them fair, prompt and comprehensive valuation services.

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For more information on our Valuations Services, please contact us