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

Share Valuation

Printed Valuation

£5 per UK-Listed security
£12 per Unlisted UK &
Foreign Listed security

Minimum Charge - £60
£30 for one security

Valuation by Telephone or Email

£15 per security

Minimum fee does not apply


Verifying & Valuing Holdings

£12 per UK-Listed security
£25 per Unlisted UK &
Foreign Listed security

Minimum Charge - £60

Valuations Services Pension Valuation

Pension Valuation Service

Share Data has over 14 years of experience in valuation of investment securities.

We can provide valuations of portfolios for SIPPs and other personal pension funds.

All our information conforms to HM Revenue and Customs requirements.

Accrued interest and foreign exchange rates are shown, where appropriate.

When requested Share Data checks all holdings in the portfolio to establish:

  • Validity
  • Quantity of each holding

Submit a Pension Valuation request here or if you prefer phone, write or visit us in person.

For more information on Pension Valuation and other services, please contact us

 

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.