Family Trust Property Valuation

A private client with a family trust spanning St Albans and Oxfordshire approached Kirkby Diamond, now part of Eddisons, to provide updated valuations for their property portfolio. The trust included private estate houses and bespoke barn conversions across two distinct regional markets, requiring specialist local knowledge and expertise to accurately assess each property's value for trust management and HMRC reporting purposes.

Our dual valuer approach ensured comprehensive coverage across both regions with the expertise each market demanded. Adam Smylie and Darren Pape conducted detailed property inspections, carefully examining the unique characteristics of each asset within the portfolio.

Both RICS-registered surveyors sourced limited local comparable evidence and applied their professional judgement to produce accurate valuations. The reports reflected prevailing market conditions whilst accounting for the bespoke nature of the properties, particularly the barn conversions which required specialist assessment.

The client received a prompt and thorough valuation report that enabled their financial advisor to manage the trust efficiently and report accurate values to HMRC. By partnering with Kirkby Diamond and Eddisons, the family trust benefited from reliable valuations across geographically diverse properties, expert assessment of bespoke assets, and timely, actionable reporting for trust management and regulatory purposes.

The comprehensive approach ensured all properties were valued to the highest professional standards, giving the trustees complete confidence in their reported figures.