RICS Red Book probate valuations

Probate valuations, handled with care

An independent RICS valuation of the property at the date of death, prepared for HMRC and inheritance tax. One fixed fee, quoted instantly, and a team who'll guide you through every step.

RICS regulated firm (No. 887516)
Independent of estate agents
Prepared for HMRC inheritance tax returns
Report in 5 working days
Covering England and Wales

We know this isn't an easy time

If you're looking after the estate of someone close to you, there's a lot to deal with, often while you're still grieving. The property is usually the largest part of the estate, and HMRC expects its value to be right. We'll take that part off your hands: one clear price, one point of contact, and a report you can rely on. You can book online in a couple of minutes, or call us and talk it through with a real person.

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What happens next: we'll call you within one working day (Monday to Friday) to arrange your inspection.

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Please enter the account name exactly as shown. For your security, we will never change our bank details by email. If in doubt, call us on 0161 552 5151 before paying.

Why an estate agent's estimate may not be enough

What's included

How it works

  1. 1

    Get your quote. Enter the postcode and a few details and you'll see your fixed fee straight away. Prefer to talk? Call us.

  2. 2

    We arrange access around you. We can meet you, a family member, the solicitor or the estate agent at the property. If you live some distance away, we can arrange to collect keys.

  3. 3

    A short inspection. Our valuer visits, inspects the property and records its condition at the relevant date.

  4. 4

    Your report. You'll receive your RICS Red Book report within 5 working days of the inspection.

Instructing on behalf of a client?

We work with solicitors, estate practitioners and executors across England and Wales. Send us the instruction and we'll keep you updated at every stage, with the report sent straight to you. Email info@spi-surveyors.com or call 0161 552 5151.

Probate valuations across the South West

We carry out RICS Red Book date-of-death valuations for executors and solicitors across Bristol, Bath, Somerset, Devon, Cornwall, Dorset, Gloucestershire and Wiltshire, with regular survey days across the region. Older South West homes, from cob and thatch to Mundic block and listed stone, need a valuer who understands what affects value.

Bristol & Bath Somerset Devon Cornwall Dorset Gloucestershire Wiltshire

View all South West areas

Book your probate valuation

Also need a capital gains tax valuation?

If an inherited property is being sold, or was gifted, you may need a retrospective valuation for capital gains tax, including values as at 31 March 1982. We provide these too, prepared to the same RICS Red Book standard.

Get a CGT valuation quote

Frequently asked questions

What is a probate valuation?
It's a formal valuation of a property as it stood on the date someone died. Executors and administrators need it to work out the value of the estate for inheritance tax and probate.
Can I use an estate agent's valuation instead?
For estates that are well below the inheritance tax threshold, some executors do. If inheritance tax may be payable, or the estate is close to the threshold, a RICS Red Book valuation gives you the evidence HMRC expects and a much stronger position if the figure is questioned.
How much does it cost?
Our fee is fixed and based on the property's estimated value. You'll see your exact price online before you book, with no hidden extras.
Can I pay from the estate account?
Yes. Book now, pay later by BACS. Many executors pay by bank transfer once the estate account is open. Choose "Book now, pay later by bank transfer (BACS)" and we'll email our bank details with your reference. Payment is due before your report is released.
How long does it take?
We usually inspect within a few days of booking, and your report follows within 5 working days of the inspection.
The person died some time ago. Can you still value the property?
Yes. We regularly carry out retrospective valuations, using sales evidence and records from the relevant date.
What happens if HMRC questions the value?
Your report sets out the evidence behind the figure. If HMRC or the District Valuer raises a query, we'll support you in responding to it.
The property is empty, or we live far away. How does access work?
We can arrange access with you, a family member, the solicitor or the estate agent, and we can collect keys where that's easier.
Can you value more than one property?
Yes. We can value several properties in one estate under a single instruction.
Do you value contents, cars or other belongings?
No. We value land and buildings. Your solicitor can recommend specialists for contents and other assets.
Who can instruct you?
The executor, the administrator, or a solicitor acting for the estate.

Let us take one thing off your list

A fixed fee, an independent RICS valuer, and a report you can rely on.

Get your fixed-fee quote 0161 552 5151
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