Help & FAQs

How do I request an Estate Valuation?

Our Estate Valuation service is in-line with HMRC’s guidelines for the valuation of shareholdings owned by the Estate of a deceased shareholder.  Executors, Legal Representatives and Next of Kin can use this service.  If you’d like us to provide a Valuation of an Estate, please request all investments to be valued by:

  • Phone
    Please call our Customer Experience Centre on: 0345 0700 720 and select the appropriate option.         (Overseas holders need to ring: +44 121 015 7047.)
  • Post
    A letter signed by all relevant parties confirming the information the valuation request should contain and the account it relates to.

Please send written requests to:

Selftrade
PO Box 4923
Worthing
BN99 6SF

Submitted on 21st Aug 2018

Did this answer your question?

Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

Read more [PDF 36.1KB]