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Probate calculator


The essential aid to probate valuations

 

The Exchange’s probate calculator has been designed to assist in the completion of the HM Revenue and Customs Stocks and Shares form (D7). Quick and easy to use, it allows you to instantly calculate the value of shares on any given date, 24 hours a day, 7 days a week.


The advantages include:

 

  • A step-by-step process to help you select the correct stocks or shares, right through to printing off your D7 in the HM Revenue and Customs approved format
  • Valuations calculated for all stocks, shares, debentures quoted in the Stock Exchange Daily Official List, including any interest or dividends due, with all workings shown
  • Valuations for UK funds including unit trusts and investment trusts
  • Additional sections to freely enter additional stock information and values obtained from a third party source
  • Data available back to 10 June 1999.
  • The service only costs £10.00 per report and an additional £5.00 per share (excluding VAT).

 

To use the probate calculator you will need to be a registered user of the site. Use of this service is covered by our terms and conditions.

 

 

Start creating your D7 form here

 

 

For more information please call Product Support on: +44 (0) 20 7797 3343 STX: 33343

 

 

 

 

 

 


Downloads

 Probate calculator terms and condition (PDF 26Kb)

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