Probate Valuations
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When dealing with an estate, an accurate probate valuation is an important part of the process. Our RICS-certified surveyors provide clear, reliable probate and inheritance tax valuations to support executors, solicitors, and families at a difficult time. |
Probate Valuations
What Is a Probate Valuation?
A probate valuation is a professional assessment of a property’s value at the date of death. This property value for probate is used to calculate inheritance tax and to ensure the estate is administered correctly.
Often referred to as an Inheritance Tax Valuation, this report must be prepared by a qualified, independent surveyor and reflect open market value in line with HMRC and RICS requirements.
Why a Probate Valuation Is Required
HMRC requires a clear and defensible inheritance tax valuation to assess whether inheritance tax is payable and to confirm the correct liability. An inaccurate or poorly supported valuation can lead to delays, challenges, or further enquiries during the probate process.
Our experienced probate valuation surveyors provide impartial, RICS-compliant reports that stand up to scrutiny and give you confidence that the valuation has been handled properly.
How Does the Process Work?
One of our RICS-certified surveyors will arrange a suitable time to visit the property and carry out the probate valuation inspection. During the visit, they will assess the property’s condition, size, location, and relevant market evidence.
Following the inspection, we’ll prepare a detailed RICS probate valuation and inheritance tax valuation report, confirming the property’s value at the date of death and ready to be shared with HMRC or your appointed solicitor.
Looking to get started?
Contact us to start the process.
RICS-qualified and regulated professionals
Every valuer on our team holds RICS accreditation and carries years of experience in property assessment.
Local expertise nationwide
We have experts positioned across England with a deep knowledge of regional markets.
Fast and reliable service
Most valuations are completed within a few days. We move quickly without cutting corners.
Testimonials
What our clients say
Need a professional probate property valuation or inheritance tax valuation from a trusted RICS surveyor?
Need a professional probate property valuation or inheritance tax valuation from a trusted RICS surveyor?
FAQs
Probate valuations are required by executors or administrators of an estate to confirm the property value for probate and inheritance tax purposes.
The valuation reflects the property’s open market value at the date of death, which is the figure required by HMRC for inheritance tax reporting.
Yes. An inheritance tax valuation is another term for a probate valuation, as the same property value is used to calculate any inheritance tax due on the estate.
Yes. HMRC expects probate and inheritance tax valuations to be carried out by a qualified, independent surveyor and supported by clear market evidence in line with RICS standards.
The inspection itself is usually straightforward, with the valuation report issued shortly afterwards. Timescales can vary depending on property type and complexity.