Need an estate valuation? Partner with a valuation expert you can trust.
Planning your Estate affairs is an imperative aspect of optimising your family’s wealth, which is done through effective Estate restructuring. The restructuring of an Estate would require that all assets, including shares, be fair-valued and held at an arms-length.
If someone owns shares at the time of death, these shares, which are regarded as an asset, will be included as part of their Estate and will be sold or transferred as part of the Estate administration.
When the shares are transferred to surviving shareholders or bought back by a company, an independent expert valuation will be needed to determine the fair value of the shares on the deceased’s date of death.
At Alpha Valuations, we have extensive experience in providing valuations support to Estate Executors, whose clients require investments or shares to be fair-valued to wind up an Estate late at the current market value at the deceased’s date of death, according to the Administration of Deceased Estates Act.
Being a corporate valuation specialist, Alpha Valuations has a proven track record in providing an independent expert appraisal of the shares within an Estate late. Our expert Estate valuation reports aim to speed up winding up an Estate in a timeous manner in the interest of all parties.