What is a probate valuation?

A probate valuation is a formal assessment of the value of a deceased person’s assets, typically required for Inheritance Tax (IHT) reporting and estate administration. It ensures accurate, HMRC-compliant reporting.

Who needs a probate valuation?

Probate valuations are typically needed by executors, solicitors, accountants, and beneficiaries who are administering an estate. HMRC requires accurate valuations of shares and other assets for estates over the IHT threshold.

Is a probate valuation required for HMRC?

Yes. HMRC requires probate valuations for inheritance tax calculations, especially when the estate includes shares or financial assets. Share Data Ltd provides valuations that comply fully with HMRC standards.

Can you provide historic share valuations?

Yes. We provide accurate historical share valuations based on official market data, including date-of-death prices, to support probate and Capital Gains Tax reporting.

Overview

About Share Data Ltd

Established in 1995, Share Data Ltd is a UK-based specialist in the transfer and sale of UK and international shares, and in the provision of Medallion Signature Guarantees for securities transactions.

For nearly three decades, we have supported private individuals, executors, solicitors, accountants and financial institutions. We help with managing certificated holdings, estate-related share sales and cross-border securities requirements.

Our Core Services

UK Share Transfers & Sales
Specialist handling of UK shares, including certificated holdings and estate-related transactions. We support executors, private individuals and professional advisers with the administrative and procedural requirements of share sales and transfers, including registrar coordination and estate-specific documentation, ensuring transactions are completed accurately and efficiently.

Cross-Border & Foreign Share Sales
Support for international securities and overseas estates, including jurisdiction-specific documentation and coordination across registrars and financial institutions. We assist executors and professional advisers with overseas share transfers, multi-jurisdictional requirements and cross-border estate administration, managing the practical and regulatory complexities that arise where assets are held outside the UK.

Medallion Signature Guarantees
Provision of Medallion Signature Guarantees for U.S. and international securities transactions where transfer agents and registrars require authentication. As a STAMP-accredited provider, we issue guarantees for U.S. and Canadian securities transfers, supporting clients where secure signature authentication is mandatory.

Additional Services

In addition to our core share sale and transfer and Medallion services, we also provide a range of complementary support functions to assist with estate and securities administration. These functions include securities valuations, share certificate replacement, verification of holdings, countersignatures, translation and Apostille services. Moreover, we provide escheatment recovery support.

These services are often required alongside UK and international share transfers. Moreover, they are delivered as part of a structured and coordinated approach.

Why Professionals and Private Clients Choose Us

30+ Years of Experience

Established in 1995 with ISO 9001 quality certification.

Global Reach

Proven cross-border capabilities for UK, US, EU, and Commonwealth assets.

Speed & Efficiency

Fast turnaround with expert case handling and clear communication.

Trusted by Experts

Rated ‘Excellent’ on Trustpilot by legal professionals and private clients alike.

Our Team

Our experienced team brings together legal, financial, and administrative expertise. As a result, every client receives clear guidance, responsive service, and a tailored solution for even the most complex estates.

Meet the Team