Share Valuations

When shareholdings are discovered in an estate, it is important to calculate the value at the time of death for IHT purposes.

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Through our Asset & Liability Searches, Estatesearch can help you identify shares in an estate. Once shareholdings are discovered and verified, it’s vital to value them accurately. Our expert Share Services provide all the tools you need to deal with shareholdings efficiently and as quickly as possible.

 

  • Probate valuations of shares at date of death.
  • Identification of Ex-Dividends (XD) due at date of death.
  • Valuation calculated using ¼ up method in line with HMRC requirements.
  • Provide details of company name changes and acquisitions where relevant.

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Share Verification

Sales & Transfers

 

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Expert probate valuations, calculated using the 1/4 up method in line with HMRC requirements.

£6 + VAT per holding
  • Probate valuations of shares at date of death.
  • Identification of Ex-Dividends (XD) due at date of death.
  • Provide details of company name changes and acquisitions where relevant.
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  • Financial Asset Searches have become an integral part of estate administration. We now commission these searches as a matter of course, and have found that it makes the task of information gathering infinitely less time-consuming and difficult. Tom Bottomley, Partner
  • I feel by using Estatesearch I am using all possible tools out there to provide the most comprehensive search of a deceased's assets to enable a complete and full administered estate from the get go. Leonie Adams, Director
  • The Estatesearch Financial Profile Service gives us a comprehensive and robust due diligence process at the click of a button. Using a combination of data and technology goes beyond what we could reasonably achieve otherwise and Estatesearch have helped us identify additional assets in difficult Court of Protection matters. Holly Chantler, Head of Private Client
  • Having used Estatesearch many times I have always found it to be really quick and easy and if any questions the team are always willing to help and discuss matters and have managed to find other accounts for other clients but with less in them which we are all extremely grateful for. Would highly recommend these are done when dealing with any financial matters. Lynne Ragoubi, Senior Accredited Paralegal
  • We're very happy with the services provided by Estatesearch and find the Financial Profile Service a valuable tool in assisting our clients. In one recent matter undertaking the search meant we discovered an additional £2,500 which we would have otherwise been unaware of, needless to say the beneficiaries were happy with the outcome. Jade Gani, Head of Private Client
  • The Financial Profile Service helps us demonstrate all reasonable due diligence in matters where we're appointed as Executors. In a recent matter the Report helped us identify additional assets which our client and the beneficiary greatly appreciated. Charlotte Day, Solicitor
  • The Estatesearch process is simple and accessing several services in one portal saves so much time. The Financial Profile Service is really useful and great value, supported by excellent customer service. As a firm regularly acting for overseas PRs the Search can be invaluable for discovering UK assets and liabilities. I wouldn’t hesitate in recommending the service to my clients. Helen Green, Solicitor
  • We use the Financial Profile Service when appointed as Executors to help us clearly demonstrate we’ve met all our statutory duties. The report is clear and easy to use, helping us quickly make targeted additional enquiries to secure estate assets when required. Rachel Roche, Solicitor Director
  • The Financial Profile Service helped us efficiently confirm all the estate accounts, and in our latest matter identified a historic pension adding greater value for the beneficiaries and our clients. Liyen Edin, Biscoes Solicitors
  • The Estatesearch team are always willing to go the extra mile to help us with our cases and enquiries, using their knowledge and expertise to help us deliver an excellent service while reducing costs for our clients. Michael Graham, Head of Private Client

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