Probate Valuation
When an individual passes away you are generally required to value their Estate. The value of the assets needs to be at the date of death to keep in line with HMRC guidelines. We are able to produce a report showing the holding values for stocks and shares to meet Inheritance Tax requirements set by HMRC. We can also assist with the opening of an Estate account to sell stocks and shares.
If you would like more information regarding our Probate Valuation Service please email our support team at info@kapwealth.com or please fill out the contact form.
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Kapwealth Limited is a limited company registered in England and Wales (Company Number: 08091367) and is authorised and regulated by the Financial Conduct Authority under FRN 590782.
Registered Office Address: 150 Minories, London, EC3N 1LS
Kapwealth Limited doesn’t hold any client funds and uses third-party custodian services. These services are authorised and regulated by the Financial Conduct Authority and are fully regulated to hold client money for the purpose of investment. This is in accordance with a regulatory requirement and not unique to Kapwealth’s service.