Inheritance & Gift Tax


Probate Valuations for Inheritance tax purposes (“Death Duty”)

We carry out valuations on a regular basis for Solicitors, Accountants and Banks. (See below for scale of charges)

Our fees are charged £60 per hour office to office +0.5% of the valuation figure +VAT at the current rate. The hourly charge comprises:

A valuation totalling £20,000 and taking three hours to prepare would cost £180 +0.5% totalling £280 +VAT

In times of near zero inflation, most valuations will stand a householder in good stead for at least three years. The annual cost spread over this period in the above example would therefore be mere £85 plus VAT. (This represents a very small and worthwhile addition to your annual insurance premium).