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.

Our services, clearly explained

Read more »

Receive your personalised investment portfolio

Click here »

Stay updated, sign up to receive our newsletters

Subscribe »

Accrue News

When you are looking for someone to manage your money, you want to work with someone you can trust and who understands how the financial markets work. You want someone …
Read more ›

August was a brutal month in equity markets, as the plunge in Chinese stock markets continued, spreading panic worldwide. Early in the month, the Chinese authorities allowed the renminbi to …
Read more ›

Get in Touch

Accrue Investment Management Ltd
4 Northumberland Buildings
Queen Square

Tel: 01225 303333

Fax: 01225 422120