Probate - Inheritance Tax Assessment
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
The report will include the sections
- 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
Bourne & South - 01778 422686
Grantham & Midlands - 01476 565118
Lincoln & North - 01522 524984
We offer a nationwide service including London.