Tax Valuations

We provide expert property valuations tailored to meet HMRC requirements for a range of tax purposes, including Inheritance Tax (IHT), Annual Tax on Enveloped Dwellings (ATED), and Capital Gains Tax (CGT). Our RICS-registered valuers combine market knowledge with technical accuracy to ensure your valuation is robust, compliant, and defensible.

Inheritance Tax (IHT) Valuations

When a property forms part of an estate, an accurate valuation is essential for calculating Inheritance Tax. We provide:

• Date of death valuations in accordance with HMRC guidelines.

• Detailed reports that reflect the open market value at the relevant date.

• Support in the event of an HMRC query or challenge.

We understand the sensitivity of these situations and work with executors, solicitors, and beneficiaries to deliver a smooth, respectful service.

ATED Valuations

If your residential property is held within a company or corporate structure, you may be liable for ATED. We offer:

• Initial and revaluation assessments to determine whether ATED applies.

• Accurate valuations as of the 1 April valuation date for each five-year cycle or acquisition date.

• Guidance on reliefs and exemptions where applicable.

Our valuations are fully compliant with HMRC’s ATED requirements and can help you avoid unnecessary tax exposure.

Capital Gains Tax (CGT) Valuations

Whether you’re disposing of a property or restructuring ownership, we provide CGT valuations that are:

• Based on the market value at the date of acquisition, disposal, or other relevant event.

• Suitable for both UK residents and non-residents.

• Prepared with supporting evidence to withstand HMRC scrutiny.

We also offer retrospective valuations and can assist with negotiations or disputes with HMRC if needed.