Last modified: 05/05/2011
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How to value unlisted (private) shares for probate
Most shareholders only hold listed shares (in companies ending in “plc”). For how to value listed shares, see our guide “How to value listed shares for probate”.
How to value shares in unlisted companies
Unlike listed shares, shares in “ltd” companies are not listed on the Stock Exchange. Shareholders in private companies may be the company founders (for example, of a family business), private investors or employees.
You (the personal representatives) should contact the company’s directors and/or the company’s accountant. Request a date of death (probate) valuation of the deceased’s shareholding. The accountant should be able to provide this in writing.
The valuation may be affected by the company’s articles of association, which might restrict how shares pass after the death of a shareholder.
A stock broker will not be able to provide a valuation of shares in unlisted companies.
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