Probate and Taxation

Estate administration can be a frustrating and distressing time. Our experienced team deliver a comprehensive probate valuation, helping you navigate the complexities of Inheritance and Capital Gains Tax.

An impartial valuation of fine art, jewellery and general household contents is required by the estate’s Executor or Solicitor to calculate Inheritance Tax Liability.

Our expert team can also advise Executors and Trustees on valuations for the Conditional Exemption and Acceptance in Lieu scheme.

Once probate is granted, we are able to assist executors in the sale or rental of estate chattels through an extensive national network of auctioneers.

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Probate Valuation Report

To include:

  • Detailed inventory of chattels at market value
  • Higher valued items specified and photographed
  • Final statement summary and Inheritance Tax valuation certificate
  • Presented as a bound document along with a digital copy for presentation to HMRC