Share valuation for probate is an essential part of estate administration, ensuring accurate assessment of a deceased person’s assets. It determines the fair market value of shares at the date of death, which is crucial for calculating inheritance tax and distributing the estate fairly among beneficiaries. Professional Share valuation for probate services considers factors like market trends, company performance, and share type.
Accurate valuation
not only ensures compliance with HMRC regulations but also prevents future
disputes. Seeking expert assistance guarantees a transparent, fair, and legally
sound process during this sensitive stage of estate settlement.
IWC Helps in Share Valuation for Probate
When dealing with
estate administration, it is important that Executors or Personal
Representatives secure the correct valuation for any stocks and shares held by
the deceased.
You need to reach a
trusted company or a service provider, offering expert help with the formal
valuation required for Inheritance Tax, and can provide it via appointed
solicitors, accountants or lay Executors. As with all of their services, they
operate a clear pricing policy for share valuation services.
Any stocks and
shares (owned by the deceased) will need a valuation for probate and
potentially for Capital Gains Tax purposes. You will get precise solutions by
completing and returning the simple Share valuation for probate form online
provided by IWC.
To instruct them to
carry out the transfer or sell of UK-listed stocks (in addition to the share
valuation for probate), they will need a court-sealed copy for the
Grant of Probate, the original share certificate and share statement, and a
letter of indemnity from the Registrar (if any documents need replacing, this
may incur a nominal additional cost)
If you want to carry
out probate share valuation or transfer/sale of Shareholdings, you can call
experts by dialling the number or send an email. IWC provides a full medallion
Guarantee service for foreign shares.