Increase efficiency by outsourcing your probate valuations to Interactive Data

Probate valuations can be complicated and time-consuming. Interactive Data provides a fast and efficient probate valuation service to professional advisors that is both cost effective and competitively priced.

Valuations for securities held within Self Invested Personal Pension (SIPP) schemes can also be provided upon request.

Key features:

• Dedicated outsourcing service for regular valuations
• Online submission and delivery for ad hoc valuations
• Designed to conform to HM Revenue & Customs requirements for Probate and Inheritance Tax valuations
• Valuations are available for more than 6 million UK and international listed securities and unit trusts
• Takes into account undistributed dividends and interest

Take advantage of a service which:

• Increases the efficiency of your internal resource
• Is fast and efficient - valuations generally provided within 24-48 hours
• Is cost effective – outsource what can be a time-consuming process

Depending on your specific probate volumes, you may benefit from significant discounts compared with the cost of occasional online purchases. If you have a requirement to carry out at least several probate valuations a week, email enquiries@interactivedata.com or phone +44 (0)20 7825 8100 and we will be happy to discuss your specific needs.

If you only have an occasional need to carry out probate valuations, then our online service is for you.

Pricing for online service:

• Minimum charge of £75 per valuation for up to 8 holdings
• £7.00 per holding thereafter
• Results returned by e-mail in Adobe Acrobat (PDF) format for free or by post for an additional £2
• Secure online payment using debit or credit card
• Transactions are subject to VAT where applicable

Click here to submit an online probate valuation purchase.