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

For further information or to make a request, contact the Helpdesk on +44 (0)20 7825 8300 or email SIB@interactivedata.com