For Probate



You may need to get a probate valuation before you can distribute your loved one’s estate to their beneficiaries. The valuation will take into account all of their assets and debts to provide you with a valuation of their estate. 

When it comes to Inheritance Tax, everyone has the same basic tax-free allowance of £325,000 before they must pay, so if the estate’s value exceeds this, you’ll also need to calculate your taxation requirements.

There are, however, a few exceptions. For example, if the threshold has not been fully used when the first person in a marriage or civil partnership dies, it can be transferred to the surviving partner. You can also pass your home to your partner when you die without having to pay Inheritance Tax. In fact, if you own your home your tax-free threshold can increase to £500,000 if you leave the property to your children or grandchildren.

Probate and Inheritance Tax can be confusing, but thanks to our RICS Registered Valuers, there’s no need to add to an already distressing experience. By utilising the most sophisticated tools and complying with stringent legal guidelines, we can produce accurate probate valuations while prioritising your best interests.

To make things straightforward, we’ll produce your report without you ever needing to leave your home. You don’t need to drag yourself to a busy office during such a challenging time.


Often, obtaining a probate valuation is a legal requirement. But it’s much more than just a necessity. Using your valuation, you can:

  • Resolve the deceased’s affairs promptly – We’ll help you distribute your loved one’s estate quickly and fairly, providing you with the peace you need to cope with your loss.
  • Attain financial closure – Nobody wants to think about money or tax obligations just after losing a loved one. Partner with us, and you won’t need to.
  • Prevent disputes – It’s not uncommon for benefactors to dispute inheritance claims, particularly when emotions are running high. With an accurate valuation, you can prevent arguments from turning into legal issues.