Share Valuation for Probate
Share Registrars
If the deceased died holding shares then it is important that the share registrars who administer the shares for the company are immediately notified. Typically the registrar will request a copy of the death certificate together with confirmation of the executor or administrator of the estate.
Once the executor is aware of the number of shares held, great care will be required to ensure the correct value is inserted on the IHT return. This will involve ascertaining the closing price on the day the person died, and then multiplying this by the number of shares held.
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