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 Clive Livermore 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.
Clive Livermore Surveyors are here whenever you need us for expert probate and inheritance tax valuations.
See what our clients say…
5.0 ★★★★★
Read all our reviews on Google
Great service. Great communication, very polite. Did a thorough job and explained everything to us. Delivered in time frame promised. Would use again.
Joe.
Amazing service, and great communication. A very very detailed report. Very pleased and would highly recommend.
Donna.
Polite and delivered in the timeframe required
Adnan.