- For Executors & Solicitors
Probate Valuations for HMRC & Inheritance Tax
RICS-regulated property valuation services designed specifically for estate administration — accurate, sensitive, and fully accepted by HMRC.
48h
Initial response time
IHT400
HMRC compliant reporting
RICS
Red Book standards
What It Is
Understanding a probate valuation
A probate valuation determines the open market value of a property as at the date of death. This figure becomes part of the deceased’s estate and is used by HMRC to calculate any Inheritance Tax liability prior to the grant of probate.
Date of Death Valuations
An accurate assessment of market value based on the exact date the owner passed away — the figure required by HMRC for estate reporting.
HMRC-Compliant Reporting
Form IHT400 requires a formal “Red Book” valuation prepared by a RICS chartered surveyor. Our reports are produced in the precise format expected by HMRC.
Legal Estate Administration
Used by executors and solicitors to administer estates, determine tax obligations, and ensure fair distribution of assets among beneficiaries.
Our Services
Specialist Probate Valuation Services
Each valuation is individually prepared for the property, estate circumstances, and legal requirements — never generic, never automated.
HMRC Probate Valuations
Formal RICS Red Book reports designed to meet HMRC requirements for IHT400 submissions and estate clearance.
Inheritance Tax Valuations
Robust, defensible valuations ensuring the estate is correctly assessed for inheritance tax purposes without overstatement or understatement of value.
Retrospective Date-of-Death Valuations
Backdated valuations carried out months or years after death, supported by verified historical market evidence from the relevant period.
Why It Matters
Risks of Incorrect Valuations
Informal valuations from estate agents or online tools carry no standing with HMRC and can create serious issues if relied upon. Errors in valuation can have significant consequences for executors.
HMRC Investigation Risk
Undervaluing property may trigger HMRC enquiries, financial penalties, and interest charges on unpaid inheritance tax.
Delays in Probate
Insufficient or inaccurate valuations can delay probate approval, preventing executors from distributing the estate.
Beneficiary Disputes
Unverified valuations can lead to disagreements between beneficiaries and may escalate into legal disputes.
Why Choose Us
Professional, Regulated Advice
RICS Chartered Surveyors
All valuations are carried out by fully qualified and regulated RICS chartered surveyors.
Independent Reporting
Unbiased, conflict-free valuations with no ties to estate agents, lenders, or third parties.
Local Market Knowledge
Strong understanding of regional and local property markets across the UK.
RICS Red Book Compliance
Every report is prepared in line with RICS Valuation – Global Standards for official use.
Our Process
A Simple Three-Step Valuation Process
1
Property Review
A RICS surveyor visits the property to inspect, measure, photograph, and assess condition with discretion and sensitivity to the circumstances.
2
Historical Market Research
We analyse comparable sales and market evidence from the exact date of death, rather than current market conditions, to establish an accurate valuation.
3
Formal Valuation Report
A fully compliant Red Book valuation report is issued to the executor or solicitor, ready for submission to HMRC.
Request a Valuation
Speak with a chartered surveyor today.
Provide your property details and we will respond within one working day with a fixed fee proposal and available inspection dates.