Probate Valuation Service

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:

  • work out the amount of inheritance tax payable, if any.
  • calculate any capital gains on sales made by the executor.
  • 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.
  • remember that you need to swear on oath that the information is accurate. With our service, you can be sure that it is.

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.

For further information please contact us.

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Get in Touch

Accrue Investment Management Ltd
4 Northumberland Buildings
Queen Square
Bath
BA1 2JB

Tel: 01225 303333

Fax: 01225 422120

Email: info@accrueinvest.co.uk