Probate - Inheritance Tax Assessment

              Probate RICS Red Book

For many Executors and Trustees the responsibility of dealing with a deceased's Estate is a once-in-a-lifetime experience. You have to make a number of important decisions in a very short space of time and all when the loss is most difficult to come to terms with.

The position of Executor is an important one in law and has defined personal liability and responsibility. To exhibit due diligence to beneficiaries and more importantly HM Revenue & Customs, an executor or advisor will instruct a firm Regulated by RICS.

Even if the estate will be taxed at 0%, a valuation remains an essential tool for an executor. The inventory will still be used for identification of bequests, trust items, family division and proof of value.

Our valuations are prepared to the International Valuations Standards requirement of the 'Red Book'.

The report will include the sections of:

  • Jewellery
  • Vehicles
  • Antiques, Fine Art & Collections
  • General Furniture & Effects

For initial free advice, contact the following offices and ask for either of our RICS Registered Valuers, William Gregory or Colin Young.

Bourne & South - 01778 422686

Grantham & Midlands - 01476 565118

Lincoln & North - 01522 524984

We offer a nationwide service including London.

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