About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Interactive Data Provides Probate Valuation Service To Title Research

Subscribe to our newsletter

Interactive Data Corporation, a provider of financial market data, analytics and related solutions, today announced that its Pricing and Reference Data Business is providing its Probate Valuations service to Title Research, an estate administration and specialist probate research company. Launched in 2006, the service can help clients to value UK and international securities for probate purposes and is designed to conform to HM Revenue & Customs (HMRC) requirements for Probate and Inheritance Tax valuations.

Interactive Data’s Probate Valuations service offers valuations for more than six million global listed securities and funds, as well as unit trusts, and takes into account undistributed dividends and interest. Valuations of hard-to-price securities are also available. Interactive Data provides this data from stock exchanges, fund managers and other sources worldwide. The service is designed for use by estate administrators, stockbrokers, fund managers, private client wealth managers and solicitors.

“Interactive Data’s Probate Valuations service offers a timely solution to what can be a complicated, expensive and time-consuming task,” said Anthony Neville, divisional director, Interactive Data. “Our large team of professionals is dedicated to the production and delivery of this service and provides a fast turnaround time.”

Julia Szczepanski, general manager, Title Research, added: “Our agreement with Interactive Data allows our clients to rapidly access share valuation data from a leading global provider at a much more affordable price, while receiving a high level of client support.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Taming the Private Markets Data Beast: Solving for Valuation, Integration, and Reporting in Alternative Investments

Available On-Demand Institutional activity in private markets has surged as organisations’ traditional investment theses have been upended by global economic volatility, geopolitical instability and fee compression. In their search for better risk-adjusted returns, they have found a rich seam of alpha from private equity and credit, real assets, venture and hedge funds, as well as...

BLOG

15 Software and Data Vendors Solving Valuation, Integration and Reporting in Alternative Investments

The secular shift towards private markets has transformed alternative asset allocations from an institutional tactical sleeve into a core portfolio driver. Yet behind this expansion lies a stubborn operational bottleneck: alternative asset data remains inherently unstructured, fragmented and delayed. Unlike public equities, where standardised data feeds integrate seamlessly into order management systems, private market data...

EVENT

TradingTech Summit New York

Our TradingTech Summit in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...