Title Research undertake asset valuations for probate and guarantee total accuracy according to HMRC rules or you pay nothing.
Whilst asset valuations for probate can be complicated and time consuming, a thorough approach is crucial to protect and maximise the estate’s value. Outsourcing these tasks to Title Research saves the estate money as our dedicated teams use best-practice processes to turn around these tasks quickly and efficiently.
Our asset valuation service offers stocks and shares valuation and verification, providing a written report displaying all the necessary information, such as dividend schedules, ready to drop straight into IHT 400. Additionally, once a Grant of Representation has been obtained, we can further assist you by arranging the sale or transfer of the shares.
The valuation service
UK quoted stocks and shares - our fee is £5 per holding (includes £Sterling ex-dividends)
Overseas quoted stocks and shares - our fee is £10 per holding
The verification & valuation service
If you are unsure whether the stock still forms part of the estate, we can verify the holding for you:
UK quoted stocks and shares - our fee is £10 per holding
Overseas quoted stocks and shares - our fee is £20 per holding
The dividend schedule service
We can provide a schedule of all dividends paid over a given period of time, covering a number of tax years.
UK quoted - our fee is £5 per £Sterling dividend
Overseas quoted - our fee is £10 per dividend including exchange rate
Sales or transfer service
Sale or transfer of UK stocks and shares - our fee is £70 per holding
For the sale and transfer of overseas stocks and shares, please see our
Asset Transfer service.
We guarantee the accuracy of our work or charge you nothing. All prices exclude VAT and there is a total minimum charge of £30 + VAT per order. We accept payment by cheque, debit or credit card.
If you would like us to value a large portfolio of holdings, we are happy to provide a fixed price estimate at the outset.
To find out more or for an initial discussion of your requirements, telephone our Asset Valuation & Transfer team on 020 7332 9090 or fill out the
enquiry form here.
To view our Asset Valuation & Transfer brochure
please click here.