Share Valuation

If you require a share valuation for probate or Capital Gains Tax purposes, we are happy to assist. For UK valuations, complete the form here. We charge £60 for up to five initial holdings then an extra £6 for each additional holding (prices include VAT).

If you require a bulk valuation of more than ten holdings, contact us. We may be able to offer a bulk discount for multiple share holdings. For international share valuations, please use our general enquiry form here.

Share Valuation for Probate

The importance of the correct valuation of stocks and shares for probate purposes cannot be underestimated. For example, when dealing with US share holdings that are held in a UK estate, US Federal Tax Clearance is required when the US holdings have value in excess of $60,000. When applying for probate on any UK estate, it is important that any probate and inheritance tax forms are completed correctly. If there is any difference between the declarations made to the UK Inland Revenue and the US Internal Revenue Service (IRS), then this will result in severe complications. There are even potential penalties for incorrect filing.