As a team, we’re used to working on property assets of all shapes and sizes – from residential homes to commercial buildings and hotels. So whether you’re the owner of an individual property or a large estate, you’ll always get the same dedication to detail.
If you’re looking for tax-related valuation advice, our specialist team offer guidance to a broad range of clients. Whether you’re a trustee, executor, non-resident, overseas investor, farm or estate – you can rely on us for industry-leading expertise, insight and care.
Inheritance tax
Including 10-year charge matters.
Capital gains tax
Including non-resident’s CGT, covering all the relevant rebasing valuation dates: 31 March 1982, 5 April 2008 (for overseas trusts), 5 April 2015 (for NRCGT) and 5 April 2019 (for commercial assets).
ATED (annual tax on enveloped dwellings)
Next valuation date April 2027.
POAT (pre-owned asset tax)
Rental and five-yearly valuations.
PPR (principal private residence)
Relief matters – including advising on the apportionment of values.
SDLT (stamp duty land tax)
Transfer of assets
For many internal transfers, the transaction needs to be proven to be as between unconnected parties. We’ll advise on the appropriate value or rent, making sure there’s no gift with reservation of benefit (GROB).
Rebasing valuation for offshore properties to 5 April 2017
Following the October 2024 budget, our experts throughout Europe and the Middle East are working on this new area of tax-driven valuations.
Negotiations with HMRC and District Valuer Services
Our specialists have successfully defended our opinions of value for probate and capital gains tax purposes, ATED valuations (close to the bands of £2m, £5m, £10m and £20m) and March 1982 values for CGT reasons.
IHT planning
We’re valued partners of solicitors and accountants – with a specialist team covering the UK, including a number of STEP-qualified surveyors.
Enquire about tax-driven valuation here