Estate and Probate Valuation Services

Although at such times finances feel like the least of your concerns, there are financial matters that have to legally be addressed.

We can assist the executors by providing the necessary data to calculate:

• the amount of inheritance tax payable
• the capital gains on sales made by the executor
• the value of any assets to be inherited as specified in the will, which may affect the beneficiary’s capital gains tax in the future

The main features of the Estate and Probate Valuation Service

• an efficient, comprehensive service
• a dedicated team who are available to provide advice when required
• a share disposal service
• assisting in the dealing, apportionment of the estate
• advising on tax implications within the confines of an estate (IHT payable, capital gains on sale made by the executor)
• provide a professional probate valuation service to meet needs of clients, this can be produced from either a list of stocks or the original share certificates, together with details of any holdings that are no longer valid
• to conduct the administration of the valuation expediently and efficiently to relieve the work involved in the securities element of an estate
• verifying each of the holdings on your behalf with the appropriate registrar
• drawing up the necessary CREST Transfer forms for sale or transfer

In addition to a probate service we also offer an ongoing service to beneficiaries and trustees. Further information is available in the Private Investors section.