Share Data > Valuation Services > Probate Valuation
Probate Valuation

Reduce the administration associated with probate valuation

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 including 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)


Your probate valuation service also includes:

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



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.


Take advantage of additional services including:

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.

See our Price List here.

Slide I have been extremely impressed with the service received and won't hesitate to both use and recommend share data's services in the future. Jennifer B, David Auld & Co Solicitors Slide My firm have used share data for their medallion guarantee services for foreign shareholders since the beginning of 2018 – each occasion has been efficient and successful which leads to happy clients. I would strongly recommend their services, with a special mention for teresa – who is friendly, helpful and gets the job done. Asset Manager Slide Share Data's service is brilliant. Currently, sorting another one for you! Deanne Taylor, Smalleys Solicitors Ltd Slide Thank you for processing our Medallion Guarantee and for all of your assistance leading up to it. Share Data have a great service. Walker Crips Investment Management