Share Data > Services > Probate Valuations

Probate Valuations

Streamline Your Valuation Needs

Save time and resources by obtaining swift and precise share valuations through our services at Share Data. We specialize in delivering high-quality probate valuations encompassing a diverse range of securities.

Tailored Valuation Solutions

Our Valuation Services Suite has been meticulously crafted to cater to the distinct needs of our valued clients who depend on our prompt and all-encompassing expertise.

Reduce the administration associated with probate valuations

Take advantage of a comprehensive probate valuation service that will guide you through this cumbersome administrative processes, including:

  • Estate valuation
  • Sale & transfer of investment securities

All probate valuation comply with HMRC requirements and provide detailed information on forthcoming distributions such as:

  • Dividends due but unpaid at the date of death
  • Interest on fixed-income securities

Each record includes the following fields:

  • Ex Date
  • Pay Date
  • Net rate per share
  • Gross amount
  • Tax credit
  • Net dividend in sterling
  • Accrued Interest (where appropriate)
  • Foreign exchange rate (where appropriate)

Ensure the safe administration of holdings

Your probate valuation service also includes:

  • Lodging copies of death certificates with the relevant registrar, thus preventing any unauthorised dealing in the shares
  • Arranging for dividend payments to be withheld until they can be re-drawn in favour of the executor(s)


Get help sorting bundles of certificates

If you have a box of shares and funds paperwork sitting on your desk relating to a deceased’s estate and you don’t know where to start, let Share Data help by:

  • Quickly sorting through bundles of certificates and any documents relating to share/fund holdings
  • Verifying all existing holdings
  • Producing a valuation and providing a comprehensive report

Get in touch for a no obligation quote.

Additional Probate Services

Submit a valuation request here or if you prefer phone, write or visit us in person.

For more information on Probate Valuation and other Probate Services, please contact us.

Valuations are completed and returned within 48hrs from the date of receipt where possible. Our prices are competitive, we operate a price match guarantee when proof is provided.

Use the share valuation service for:

  • Comprehensive formal portfolio valuations.

Historic Share Price Service

With 27 years of experience as a leading data provider, Share Data Ltd Services offers a pay-as-you-go historic share price service that could eliminate the need to undertake time-consuming research:

  • All equities worldwide since 2007 and UK from 1982 to present
  • Need a range of dates? Email us for a quote
  • Results emailed to you

To request a quote or to request a Historic Share price, contact us at [email protected]

Be confident in the knowledge that all share valuation services:

  • Are guided by best practices.
  • Are HMRC compliant.
  • Use data sources specified by the Capital Tax Office.

Valuations can be provided for any date and include (where appropriate):

  • Accrued Interest.
  • Dividends.
  • Exchange Rate Data.

You will be provided with market prices for all investment securities including:

  • Equities.
  • Corporate Bonds.
  • AIM-listed companies.
  • OEICS & Unit Trusts.
  • ISDX (Icap Securities and Derivatives Exchange).
  • Gilts & Corporation Stocks.
  • Investment Trusts.
  • Overseas Equities & Government Issues.

Join over 3000 law firms, executors, administrators, and private individuals who rely on Share Data to provide Share Valuation services that are:

  • Accurate
  • Quick Turnaround
  • Comprehensive

Submit a valuation request here or if you prefer phone, write or visit us in person.

For more information on Share Valuation Services, please contact us.