All fees include VAT at 20%

Valuation Services (inclusive of VAT)

Printed Valuations

Per UK-Listed Security £5.00
Per Unlisted UK & Foreign Listed Security £12.00
1 holding £30.00
Minimum Charge does NOT apply

Verbal Valuations

Per Holding (payment in advance) £15.00
Minimum Charge does NOT apply

Verification & Valuation of Holdings

Per UK-Listed Security £12.00
Per Unlisted UK & Foreign Listed Security £25.00

Verification only

Per UK-Listed Security £8.00
Per Unlisted UK & Foreign Listed Security £15.00

Capital Gains Tax - UK only

Per Historic Market Prices £5.00

Unidentified Holding

Per UK-Listed Security - From £10.00
Per Foreign Security - From £20.00

Sorting bundles of certificates and paperwork, verifying holdings and producing valuation & report - On Quotation

Sale and Transfer Services (UK) (Exclusive of VAT)

Sale & Share Transfer

Prices are per UK security - Please request a quote for any Foreign holdings
Sale (excl. Brokerage Fees) £84.00
Transfer £84.00
Postage £5.00

Replacing Missing Certificates

Prices are excluding Registrars Fees & Indemnity Premiums & Postage
Per UK company £46.20

Sale and Transfer (Foreign)

Medallion Signature Guarantees

Per Company £295.00

Resealing Grants of Probate

On Quotation

Dividend & Interest Schedules

Per Dividend for UK-Listed Security £5.00
Per Dividend for Unlisted UK & Foreign Listed Security £12.00

Investment Management Services

Drawing up a Trust - From £420.00
Letters of wishes - From £75.00
Drafting a will - From £75.00
Trust Administration & Supervision - Per Hour £110.00

Additional Probate Services

As part of the above services

Tracing Beneficiaries

Per name - From £300 + VAT

Provision of Certificates (Birth, Death...)

Per Certificate in UK £36.00
Certificate Overseas On Quotation

Except where stated, all services have a minimum charge of £60