About a-team Marketing Services
The knowledge platform for the financial technology industry
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: An Agile Approach to Investment Management Platforms for Private Markets and the Total Portfolio View

Data and operations professionals at private market institutions face significant data and analytical challenges managing private assets data. With investors clamouring for advice and analysis of private markets in their search for returns, investment managers are looking at ways to gain a more meaningful view of risk and performance across all asset types held by...

BLOG

A-Team Group Announces Winners of the AI in Capital Markets Awards 2025

A-Team Group has announced the winners of the inaugural AI in Capital Markets Awards 2025, celebrating the most innovative and impactful applications of artificial intelligence and machine learning across the global financial markets. The new awards programme recognises technologies that have moved beyond proof-of-concept to deliver measurable value, supporting efficiency, resilience, and insight generation across...

EVENT

RegTech Summit London

Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...