valuations, sale and transfer, probate valuation, probate services, Tracing Beneficiaries, Grant of Probate, Resealing,Capital Gains Tax, CGT Service,Apportionment of base costs,Certificates, verification, Sale, transfer, investment securities,Medallion Guarantee, Transfer, US Securities,Dividend, recovery
+44 (0) 1403 271170

 

Valuation Sale and Transfer Services Medallion Service Additional Services


Valuations Services:


Probate Valuation
Capital Gains Tax Valuation

Pension Valuation
Unidentified Certificates

£5 per Historical Market Price

Minimum Charge - £60

Valuations ServicesCapital Gains Tax Service Capital Gains Tax service

Capital Gains Tax (CGT) Valuation Service

Capital Gain Tax is linked to the sale of a security. Share Data provides historic market prices for any date for all classes of security including:

  • Equities
  • Corporate Bonds
  • AIM-listed companies
  • OEICS & Unit Trusts
  • PLUS listed companies
  • Gilts & Corporation Stocks
  • Investment Trusts
  • Overseas Equities & Government Issues

Such market prices are required to establish acquisition values for Capital Gains Tax purposes

As part our CGT Valuation service, if required, we can obtain the full transaction history of the individual shareholdings from the registrars.

We can provide details of all capital events including:

  • Acquisitions
  • Capitalisations
  • Consolidations
  • Return of capital
  • Rights issues
  • Scrip issues
  • Changes in par value
  • Company name changes
  • Listings & de-listings
  • Mergers & de-mergers
  • DRIP

The record of the compulsory changes alone is not necessarily a reliable guide to how an individual holding may have developed. We also cross-check the registrars record against a reputable published capital history of the company in order to verify the true position.

Submit a CGT Valuation Request Here or if you prefer phone, write or visit us in person.

Please contact us, for more information on our Capital Gains Tax service.

 

Get a Quote

Call us now on
+44 (0) 1403 271170
to get a free no obligation quotation or simply fill out our online form.



Submit a valuation

Simply fill out our valuation form and will send you a comprehensive report at our earliest convenience.