Probate/IHT Share Valuations
Streamline Your Valuation Needs
Save time and resources by obtaining swift, precise share valuations through Share Data Ltd. We provide HMRC-compliant Probate Valuations and IHT (Inheritance Tax) Valuations for UK and international shareholdings. Our expert team delivers high-quality reports that meet the requirements of executors, solicitors, brokers, and private individuals handling complex estates.
Tailored Valuation Solutions
Our valuation services are designed to meet the specific needs of executors, solicitors, accountants, and private individuals, offering:
Minimise Probate Administration
We take care of the time-consuming tasks so you can focus on the estate:
You can also download a sample valuation report below to see what our clients receive.
Safe Administration of Holdings
As part of the service, we handle important administrative tasks such as lodging death certificates with registrars to prevent unauthorised dealing, and withholding dividend payments until they can be redirected to the executor(s).
Need Help Sorting Certificates?
If you have a bundle of share certificates or paperwork relating to a deceased’s estate, we can assist by quickly reviewing and sorting all documents, identifying and verifying holdings, and providing a clear, formal valuation report.
Related Services
Share Certificate Services
Other Share Valuations Services
Donation of Shares
UK Shares
FAQ
What is an IHT Valuation?
An IHT Valuation is a valuation of assets used to calculate Inheritance Tax liability. It must meet HMRC standards and is often required alongside probate documentation.
When do I need a Probate Valuation?
You will need a Probate Valuation whenever shares or securities form part of an estate being administered. This ensures assets are correctly reported for probate and, if applicable, IHT.
How quickly can you provide a valuation?
We aim to provide most Probate Valuations and IHT Valuations within a few working days, depending on the complexity of the holdings.