Probate valuation

We provide market valuations for the purpose of establishing an accurate value of property assets during probate proceedings. 

Experts in property valuation

Probate valuation services

Acting for the executors of wills, we will provide a market valuation to determine the value of any property or land at the date of death to assist in the task of dealing with the estate of somebody who has died.

The value of all assets including property, cash and belongings, deducting any outstanding debts is required to determine if any inheritance tax is due. It is usually the responsibility of the executors named in the will to manage this task during the probate process.  

A formal valuation conducted by a RICS registered valuer is needed to ensure the correct level of tax is established.

  • A valuation conducted by a RICS registered valuer is much more likely to be accepted by HMRC
  • If the property is going to be sold, a formal open market valuation by a surveyor is needed
  • If an estate includes a property or land held in the sold name of the person who died, you will probably need to apply for a grant of representation


Our service includes


  • Initial advice in respect of probate valuations
  • Inspection of the property
  • Reporting the Market Value at the applicable valuation date
  • Negotiating with HMRC should they raise any queries regarding the value provided


We act and advise on 


  • Valuations for capital gains purposes
  • Market valuations for probate purposes


For guidance on your individual options, please get in touch


Find out more about probate valuations

When and why you need a probate valuation

View here



Our Team

Julia Garrard


Chartered Surveyor and RICS registered Valuer
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Ros Neal


Chartered Surveyor & RICS Registered Valuer
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Steven McCormack

BSc (Hons) MRICS

Chartered Surveyor & RICS Registered Valuer

Get in touch

Our friendly and professional team is on hand to answer your queries between 09:00 – 17:30 Monday to Friday.

During this time we aim to get back to you within 24 hours. Enquiries received outside of these hours or on bank holidays will be handled the next working day.

If your query is urgent, please call us for the quickest response on 01628 771221.