When dealing with Estate Administration it is important that Executors or Personal Representatives obtain correct probate share valuations for stocks and shares. Here at IWC we can offer assistance should you require a formal valuation as required for Inheritance tax forms or indeed for any other purposes. We can offer these services to Solicitors, Accountants or Lay Executors.
As with all of our services we offer a clear pricing policy. For further information call our estates team.
Should you wish to instruct us to carry out a share valuation on your behalf please forward the full name of the deceased, date of death or date of the required valuation and full details of the shareholdings including the number of shares held to email@example.com
We can also deal with the subsequent Transfer or Sale of securities once the Grant of Probate has been issued.
UK Share Transfer/Sale Price List
If you would like to instruct us to carry out the transfer or sale of a UK listed stock we will require:
If the original share certificate has been lost or stolen we would need to obtain a Letter of Indemnity from the Registrar to replace the missing document(s) which may incur a small extra fee.
For further details or to appoint us to carry out your probate share valuation or transfer or sale of shareholdings please contact IWC (use 0044 20 8150 2010 if calling from overseas). For foreign shares we are also able to provide a full medallion guarantee service