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  • FIRST POST
    • jill36
    • By jill36 11th Jul 18, 9:23 AM
    • 891Posts
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    jill36
    Share prices on death
    • #1
    • 11th Jul 18, 9:23 AM
    Share prices on death 11th Jul 18 at 9:23 AM
    Hi
    My Mum died on 25th June leaving a large portfolio of shares. How do I find the share value of each holding from the date of her death please.




Page 1
    • worried jim
    • By worried jim 11th Jul 18, 9:29 AM
    • 9,510 Posts
    • 14,636 Thanks
    worried jim
    • #2
    • 11th Jul 18, 9:29 AM
    • #2
    • 11th Jul 18, 9:29 AM
    Hi
    My Mum died on 25th June leaving a large portfolio of shares. How do I find the share value of each holding from the date of her death please.
    Originally posted by jill36
    The share prices are changing all the time, some may be worth more than they were on the 25th June and some may be less. They will all change in the next minute too.

    Looking at their prices today will give you a rough overall valuation.

    But if you look at each company holding on their investor information pages it will show historical share prices.

    eg-
    https://www.lloydsbankinggroup.com/investors/share-price-info/share-price-download/
    "Only two things are infinite-the universe and human stupidity, and I'm not so sure about the universe"
    Albert Einstein
    • getmore4less
    • By getmore4less 11th Jul 18, 9:46 AM
    • 33,048 Posts
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    getmore4less
    • #3
    • 11th Jul 18, 9:46 AM
    • #3
    • 11th Jul 18, 9:46 AM
    There are historical prices on a few sites like yahoo and HL.

    You need to read the HMRC guidance on valuing shares at DOD for the IHT return

    Don't forget you also need to establish XD status for allocating dividends to the estate or administration period.
    • Owain Moneysaver
    • By Owain Moneysaver 11th Jul 18, 10:53 AM
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    Owain Moneysaver
    • #4
    • 11th Jul 18, 10:53 AM
    • #4
    • 11th Jul 18, 10:53 AM
    A large library may have copies of the Financial Times archived, which may be quicker than looking up lots of different websites.
    A kind word lasts a minute, a skelped erse is sair for a day.
    • lisyloo
    • By lisyloo 11th Jul 18, 12:45 PM
    • 22,482 Posts
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    lisyloo
    • #5
    • 11th Jul 18, 12:45 PM
    • #5
    • 11th Jul 18, 12:45 PM
    Who manages the portfolio?
    My pension is with Hargreaves Lansdown and when I've needed historical information e.g. my employer paid my pension on the wrong day, they have been able to provide it.
    • Keep pedalling
    • By Keep pedalling 11th Jul 18, 5:17 PM
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    Keep pedalling
    • #6
    • 11th Jul 18, 5:17 PM
    • #6
    • 11th Jul 18, 5:17 PM
    Providing she did not have any exotic shares, then it is vey easy to get the historic price of shares from yahoo. You just need to use the closing price.

    For example the following link gives the recent history of BP shares.

    https://uk.finance.yahoo.com/quote/BP.L/history/?guccounter=1
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