Estate administration: valuing the estate: initial letter to stockbroker or investment manager | Practical Law

Estate administration: valuing the estate: initial letter to stockbroker or investment manager | Practical Law

This is a standard letter to a stockbroker or investment manager requesting a valuation of a deceased's investments for inheritance tax purposes.

Estate administration: valuing the estate: initial letter to stockbroker or investment manager

Practical Law UK Standard Document 6-383-9031 (Approx. 6 pages)

Estate administration: valuing the estate: initial letter to stockbroker or investment manager

Maintained, England, Wales
This is a standard letter to a stockbroker or investment manager requesting a valuation of a deceased's investments for inheritance tax purposes.