Probate Valuation
When someone dies, their
estate needs to be valued and any tax paid before beneficiaries get
their share. Probate valuation can be complicated and time-consuming, but our
established service makes everything a lot easier.
The period after a close friend or relative's death can be
difficult for everyone involved. Probate Valuation might be the last thing on
your mind, but it's important because you need to:
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work out the amount of inheritance tax payable, if any
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calculate any capital gains on sales made by the executor
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establish the value of any assets to be inherited as
specified in the will. This is important for the beneficiary's capital gains
tax calculations in the future.
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Remember that you need to swear on oath that the information
is accurate. With our service, you can be sure that it is.
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How can we help?
We can value portfolios of stocks and shares for probate and
capital gains tax purposes. Our service provides fast, accurate valuations
(usually within a week) that conform to Inland Revenue requirements. They can
also include a valuation of foreign shares. The service is competitively
priced.
Our charges
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First £100,000 - 0.15% of the value
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Next £100,000 - 0.10% of the value
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Excess over £200,000 - 0.05% of the value
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Minimum charge per holding - £5. In addition to the above, if
there are more than 12 investments - £3 per excess investment.
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Minimum fee - £50
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If you would like us to provide this service or if you have any
queries about the Probate Valuation Service then please contact us on 01606
313335 or fax 01606 313007.
All our charges are subject to VAT at the current rate.
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* Lines are open Monday to Friday, 9am – 5pm.
Calls may be monitored or recorded.
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