Stocks and shares which are ‘quoted’ (i.e. listed on a recognised stock exchange) are valued at the lower of:

the ‘quarter up’ value; and

the mid-market value.

The quarter value is found by taking the lower of the selling price and buying price at close on the day of death, plus one-quarter of the difference between the two.

The mid-market value is the halfway price between the lowest and highest marked bargains for the day.

Need help? Get subscribed!

To subscribe to this content, simply call 0800 231 5199

We can create a package that’s catered to your individual needs.

Or book a demo to see this product in action.