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:
EQi
PO Box 4923
Worthing
BN99 6SF

- Submitted on 29th Feb 2020

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