Inheritance Tax Valuations
Professional RICS-Accredited Valuations for Probate and Estate Planning. At DAW Surveyors, we provide expert Inheritance Tax Valuations to assist executors, solicitors, and beneficiaries in meeting their legal obligations when valuing a property for probate. Our valuations comply fully with HMRC guidelines, ensuring accuracy and peace of mind.
What is an Inheritance Tax Valuation?
An Inheritance Tax (IHT) Valuation, also known as a Probate Valuation, determines the open market value of a property at the date of death. This valuation is required by HMRC when assessing whether Inheritance Tax is due on an estate. Given the potential tax liabilities, obtaining a professional and RICS-accredited valuation is essential to avoid disputes or penalties.
Why Choose DAW Surveyors?
RICS-Accredited Experts – Our valuations are conducted by qualified surveyors with extensive experience in the UK property market.
HMRC-Compliant Reports – We provide detailed, compliant reports that stand up to scrutiny, reducing the risk of investigations or additional tax liabilities.
Efficient & Discreet Service – We understand that dealing with probate is a sensitive time. Our team works efficiently and with discretion to ease the process.
Local Knowledge – As a trusted UK-based firm, we have in-depth expertise in regional property values, ensuring precise and fair assessments.
Who Needs an IHT Valuation?
You may require an Inheritance Tax Valuation if:
You are an executor or administrator handling probate.
You are a solicitor or tax advisor managing estate affairs.
You are a beneficiary seeking clarity on property value and tax obligations.
How We Conduct Our Valuations
Property Inspection – We carry out a professional site visit, assessing the property’s condition, location, and comparable sales.
Market Analysis – Using the latest market data and valuation methodologies, we determine an accurate open market value.
Comprehensive Report – We provide a formal valuation report, suitable for submission to HMRC.
Ongoing Support – If HMRC queries the valuation, we offer expert guidance and evidence-based justifications.
Get in Touch
If you need an Inheritance Tax Valuation, contact DAW Surveyors today. We provide reliable and professional property valuations across the UK. Call us at [Your Contact Number] or email us at [Your Email Address] to discuss your requirements.
