Project
Following the death of a director of a property holding company, a longstanding client approached Kirkby Diamond, now part of Eddisons, for inheritance tax valuations of their Enfield-based property portfolio.
The estate included a multi-let office building and several residential ground rent investments, each requiring careful assessment for HMRC reporting and probate purposes during an understandably difficult time for the family.
Approach
Our team combined technical knowledge with a compassionate approach to guide the client through this challenging period. We conducted thorough inspections of all properties and reviewed the relevant leases to understand the full scope of each asset.
The RICS-registered surveyors sourced comparable market evidence to ensure accurate valuations whilst considering complex factors that could affect value. This included short unexpired leases, vacant space within the office building, and the impacts of ongoing leasehold reform on the residential ground rent investments.
Each element was carefully assessed to provide valuations that would withstand scrutiny from HMRC and support the efficient administration of the estate.
Results
We provided a comprehensive, finance-ready valuation report that enabled the client's solicitor to efficiently handle probate matters. The detailed documentation gave the executors confidence in their submissions to HMRC and helped expedite the estate administration process.
By partnering with us, the client received accurate and reliable valuations for inheritance tax and probate purposes, clear explanations of complex valuation challenges, and professional, empathetic service during a highly sensitive period.
Our approach ensured the family could focus on their personal matters whilst we handled the technical property valuations with care and precision.
“Inheritance tax valuations require technical expertise, sensitivity and clear communication. Executors and families are often navigating unfamiliar territory during a difficult time, so we ensure our reports are thorough yet accessible, meeting HMRC requirements whilst supporting our clients through the probate process.”
Why should I instruct Eddisons for inheritance tax property valuations?
When you instruct us to carry out inheritance tax property valuations, you will benefit from 180 years of industry experience and a proven understanding of HMRC requirements for probate purposes.
Our teams are highly rated and RICS-certified, ensuring strict industry standards are met whilst providing the empathetic service families need during difficult circumstances.
Get inheritance tax property valuations today
We are here to conduct property valuations for inheritance tax, probate and estate administration purposes. Don’t hesitate to call 0113 243 0101 or complete the form below to arrange a free consultation.
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