With over 180 years experience working with Solicitors, Executors, and bereaved families, we are the leading UK providers of probate valuation services. The main areas we cover include Tyne & Wear, Northumberland, Durham, Teesside, Cumbria, Yorkshire and the Scottish Borders, however our team regularly travel further afield, so distance really is no object. Our probate team offer a swift, confidential, professional, and comprehensive service.
Getting a probate valuation is important for several reasons. Firstly and most importantly, it enables the accurate calculation of Inheritance Tax liability; but it can also be the basis of the fair and even distribution of estate items among beneficiaries and/or the eventual sale of any surplus items at auction.
As one of the UK’s leading provider of probate valuation services, our expert team is the first choice for most Solicitors and Executors. Our valuations are presented in a form consistent with IHT407 and are set out in a clear and concise way.
No two estates are the same. Whether large or small, easy or difficult, we’re here to help. We can provide all different levels of probate valuations, from global valuations to full inventory of contents. We can cater to the needs of the Executors and Beneficiaries to make sure all needs are met.
HMRC guidelines request that anything with an individual value of £500 or more should be listed separately, and a global figure is placed on the remaining items. Sometimes a figure below £500 is required to ensure the fair distribution of items to beneficiaries. In this situation, we are pleased to advise on where this figure should lie, within the scope of any individual estate.
For your convenience, we now offer a complete 'umbrella' service for Executors. Our sister company, A&G Land & Property Agents, provide probate valuations and selling advice for all Land & Property, to compliment our valuations on house contents.. For more information visit www.agpropertyagents.com
Our professional fees are calculated on an hourly basis and are very competitive. To discuss in more detail, or to arrange an appointment please call: 0191 430 3000 or email firstname.lastname@example.org. If you would like to come in and discuss anything with a member of our Probate Service team, please don't hesitate to make an appointment with Reception.
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