Probate valuations
Residential and commercial probate reports for executors, solicitors, accountants and estate administrators.
Reports are prepared to meet what HMRC expects on an inheritance tax return: a valuation as at the date of death, supported by comparable evidence and clearly reasoned.
An estate valuation is read by people who were not there when it was made. It has to stand on its own.
What the report covers
What the review looks at, every time.
- 01Open market value at date of death
- 02Comparable evidence
- 03Condition and tenure
- 04Any development or hope value
- 05Assumptions made
- 06Basis for HMRC purposes
Ideal for
- Solicitors
- Executors
- Accountants
How an instruction runs
Scope and fee agreed in writing before any work starts.
STEP ONE
Instruction
We confirm who is instructing, the date of death and what the report is needed for, then agree a fee.
STEP TWO
Inspection
The property is inspected and comparable evidence as at the valuation date is gathered.
STEP THREE
Report to executors
A written report delivered to the agreed date, in a form that can be submitted to HMRC.
Related services
Other ways we can help.
Need probate valuations?
Tell us about the property and we will come back with scope, fee and timing.