Helping you with Probate and Inheritance Tax Valuations
Ensure accurate valuations with expert property assessment services.
Helping you navigate property matters after a loss
Losing a loved one is never easy, and dealing with legal and financial matters can add to the stress. When it comes to property inheritance, a professional valuation is often required for probate or inheritance tax purposes.
At Richard Russell Surveyors, we provide RICS-compliant valuations that are recognised by HMRC and legal professionals. Whether you need a valuation for tax calculations, estate distribution, or legal proceedings, we ensure a clear, impartial, and accurate report.
We understand that time can be critical, so we aim for a quick turnaround. Our reports meet the required standards for probate and inheritance tax purposes, providing an objective market valuation to ensure fairness and transparency.
We work alongside legal professionals to help you meet your obligations with clarity and confidence.
Making the valuation process seamless
We understand that dealing with inheritance matters can be complex. Our role is to provide an accurate, RICS-compliant valuation of the estate’s residential property assets, ensuring you have the necessary figures for probate or inheritance tax calculations.
If the total estate value exceeds the inheritance tax threshold of £325,000, our valuation can be used to help determine the tax liability.
For other assets such as art, antiques, or valuable collections, you may need specialist valuations. While we don’t assess these directly, we can signpost you to the relevant experts if needed.
We aim to make the process as smooth, discreet, and efficient as possible, giving you clarity and peace of mind during a difficult time.
Good to know
You are not required to have the property valued by a RICS Registered Valuer - you can get a valuation through an Estate Agent instead. However, do bear in mind that the process is more likely to be investigated by HMRC if a non-RICS accredited valuation is supplied.
A valuation can be disputed by HMRC if they believe that the valuation provided seems too low or inconsistent with other valuations locally. In these situations, a statement would be required from the non-RICS valuer (the Estate Agent) to explain any differences, and a new valuation can be requested. If HMRC finds that the value has purposely been adjusted to limit the amount of inheritance tax payable, a fine totalling 100% of the difference can be charged to the executor and beneficiaries.
Richard Russell Surveyors are here whenever you need us for expert probate and inheritance tax valuations.
See what our clients say…
★★★★★
“Richard Peck from Richard Russell Surveyors Ltd came to value our Mother's house for probate purposes. It was easy to arrange the appointment, he was timely, friendly, explained the whole process clearly, and gave a fair valuation. His Valuation report arrived within a day or two. It was really nicely presented and professional. We would definitely recommend using them.”
Rachel H.
★★★★★
“Very professional and friendly service. Great communication and expert knowledge of the local area. I got a competitive quote for a RICS Valuation and the report was provided on the same day that the survey was carried out. Thanks to Richard and the team.”
Anton B.
5.0 ★★★★★ 107 reviews
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