Date of Death Valuation and Appraisal
Date of Death Valuation and Appraisal: Everything You Need to Know
Losing a loved one is one of life’s toughest challenges, and managing their estate can often feel overwhelming. One of the most demanding tasks for executors is determining the value of the deceased’s assets on the day they passed away. It’s crucial to get this right, as it plays a key role in probate filings, managing Inheritance Tax, and ensuring that everything is divided fairly among those who will inherit.
At Share Data, we understand this burden and are here to support you. With our extensive expertise, we specialise in Date of Death Valuation & Appraisal services for both UK and international securities. Our dedicated team works closely with executors, solicitors, accountants, and individuals to accurately reconstruct shareholdings and create detailed valuation reports that comply with HMRC guidelines.
What Is a Date of Death Valuation?
A Date of Death Valuation is about pinpointing the value of the shares a person held on the day they passed away. This involves considering several important factors:
These valuations are essential for the probate process and ensuring compliance with tax obligations.
When Do You Need a Date of Death Valuation?
Executors and their advisors generally require a formal valuation in various situations, such as:
- Completing the Probate process in England & Wales or Confirmation in Scotland
- Preparing Inheritance Tax submissions
- Managing estates that include shares, whether from the UK or internationally
- Tracing or reconstructing shares when records are unclear
- Communicating asset values to beneficiaries
- Selling or transferring shares during estate administration
How We Make Things Easier for You
We fully recognise that diving into share histories can be complex and sometimes daunting. That’s where we come in! Here’s how we can help:
- Reconstructing Historical Holdings: We go through all those mergers, demergers, name changes, and other corporate events to ensure we have the accurate number of shares as of the date of death.
- Producing Accurate Valuation Reports: Our reports clearly outline market prices and total values and include helpful notes for probate and HMRC.
- Handling International Securities: We gather the necessary market data for shares from places like the US, Canada, Australia, Europe, and more.
- Reviewing Estate Paperwork: Even if you’re missing share certificates or statements, we can directly contact registrars or brokers to confirm holdings.
- Advising Executors and Solicitors: We’re here to assist with any follow-ups, like replacing lost certificates or preparing shares for sale.
What You’ll Need to Get Started
To begin your valuation, we’ll need a few details, if you have them handy:
- Company name(s)
- Number of shares (if known)
- The exact date of death
- Any supporting documents (like statements, certificates, screenshots, or letters from registrars)
If you’re unsure about the number of shares, don’t worry—we can help verify that directly with the registrar.
How Long Will It Take?
Most valuations are completed within 1 to 2 business days. For more complex cases or when dealing with multiple companies, it might take a bit longer, but we promise to keep you updated every step of the way!
Why Share Data?
Here are some reasons why many professionals trust us:
Our Fees
We believe in being transparent about costs! Our fees vary based on the number of holdings and the complexity of your case. For a personalised quote, just reach out—most valuations start from a small, fixed fee, and we’ll ensure you understand the breakdown of costs.
Get in Touch with Us Today!
Whether you need a simple valuation or a detailed reconstruction of historical holdings, we’re here to lend a helping hand every step of the way. Rest assured, all your information is handled with the utmost confidentiality and security.
Fill in the form on the Contact us page or fill out our online form on the Probate Valuations page. We are excited to help you!
