IHT Property Valuations
HRE Group® are RICS Chartered Surveyors and Registered Valuers providing Red Book compliant property valuations across London and the South East.
Our Inheritance Tax Property Valuations comply with the RICS Valuation – Global Standards (Red Book).
Inheritance Tax Property Valuations
- Valuation of property forming part of an estate
- Value required for inheritance tax calculations
- Must reflect Market Value at date of death
HRE Group® provide independent property valuations as part of probate for inheritance tax (IHT) purposes. Our RICS Registered Valuers prepare Red Book compliant valuation reports suitable for submission to HMRC and for use in estate administration.
View our full suite of valuation services.
What Is an Inheritance Tax Property Valuation?
A property valuation for inheritance tax establishes the open market value of a property at the date of death. This value is used when calculating the estate’s tax liability and may be reviewed by HMRC.
When Is an Inheritance Tax Valuation Required?
IHT Valuations are typically required in the following situations:
- Probate and Estate Administration
- Inheritance Tax reporting to HMRC
- Estate Planning and Restructuring
- Resolving valuation disputes with HMRC
Date of Death Property Valuations
- Retrospective valuations can be performed upon a 'desktop' basis without physical survey where access cannot be provided to us
- Historic market evidence is sourced via our comprehensive suite of real estate information portals including EIG; CoStar; and Rightmove Plus.
- Comparable transactions at the relevant valuation date are made explicit within our reporting and carefully related to the property being valued
Our valuers analyse historic comparable evidence to determine the property’s market value at the date of death.
Types of Property We Value
- Residential property
- Investment property
- Commercial property
- Development Land
- Mixed-use property
Our Valuation Process
- Instruction and confirmation of scope
- inspection of the property where required
- Analysis of comparable evidence
- Preparation of Red Book compliant report
- Delivery of valuation suitable for inheritance tax reporting
Why choose HRE Group®
- RICS Chartered Surveyors
- RICS Registered Valuers
- Extensive London market experience
- Independent professional advice
- Clear and robust reporting
Related Valuation Services
- Red Book Valuations
- Commercial Property Valuations
- Residential Property Valuations
- Expert Witness Valuations
- Capital Gains Tax Property Valuations
Geographic Coverage
- London
- Central London
- North London
- East London
- West London
- South London
- Bedfordshire
- Berkshire
- Buckinghamshire
- Cambridgeshire
- East Sussex
- Essex
- Hampshire
- Hertfordshire
- Kent
- Oxfordshire
- Surrey
- West Sussex
