A Probate and Tax Valuation provides an independent assessment of a property’s market value to support inheritance, taxation, and regulatory compliance requirements.
Sterlingworth Surveyors delivers accurate, compliant valuation reports prepared by RICS-qualified valuers, supporting private individuals, executors, solicitors, accountants, and corporate clients across London and the South East.
A Probate and Tax Valuation determines the market value of a property at a specific point in time for taxation or legal purposes.
These valuations are commonly required for inheritance tax, capital gains tax, corporate ownership, or non-domicile tax planning.
All reports are prepared in accordance with RICS Redbook global standards and relevant HMRC guidance.
A valuation may be required in the following circumstances:
An accurate and compliant valuation helps avoid disputes, delays, and potential HMRC challenges.
Our valuation service is structured to meet professional, legal, and regulatory standards.
Inspection of the property to assess condition, size, layout, and relevant market factors.
Review of comparable sales and market data to establish accurate valuation benchmarks.
A clear, structured report suitable for HMRC, solicitors, accountants, and corporate use.
Valuations prepared in line with current HMRC guidance and professional requirements.
Valuations to determine the open market value of a property at the date of death.
Used by executors and solicitors to calculate inheritance tax and administer estates in line with legal requirements.
Valuations assessing property value at acquisition and disposal dates to support CGT calculations.
Reports are suitable for HMRC submission and audit review.
Valuations for properties held within corporate structures and subject to the Annual Tax on Enveloped Dwellings.
Used to determine tax liability, reliefs, and ongoing compliance.
Valuations supporting individuals resident in the UK but domiciled elsewhere, including assets held inside or outside the UK.
Reports assist with remittance basis calculations and tax planning requirements.
An accurate valuation ensures that:
Using an experienced, independent valuer is essential in tax-related matters.
A valuation should be arranged as soon as it is required for estate administration, tax reporting, or legal review.
Early instruction helps avoid delays and ensures valuations fall within required reporting timeframes.
Our team can advise on the appropriate timing based on your specific circumstances.
The valuation must be completed by an independent RICS-qualified valuer to meet HMRC and legal requirements.
Yes. Our reports are prepared in accordance with HMRC guidance and RICS Redbook global standards.
Yes. Valuations can be carried out to determine property value at a specific historical date.
Yes. Reports are structured for professional use and suitable for legal and financial review.
Timescales vary depending on property type and complexity, but reports are typically issued within a few working days of inspection.
Ensure your valuation meets professional and regulatory requirements.
Contact Sterlingworth Surveyors to arrange a compliant Probate and Tax Valuation report.
