Inheritance tax valuation

Valuation services

Where corporate interests form part of an estate, effective inheritance tax (IHT) planning depends on obtaining robust valuations.

Accurate valuations not only ensure compliance with HMRC requirements but also play a critical role in facilitating the smooth and tax-efficient transfer of wealth across generations. Our team offers specialist expertise in this area and can assist with:

Valuations for probate and estate administration

We provide formal valuations of business interests to support probate applications and estate distributions, ensuring that executors and administrators meet their legal obligations with confidence.

Valuations for lifetime gifts and trust planning

Whether transferring shares to family members or settling assets into trust, we deliver valuations that reflect fair market value and support strategic gifting while managing exposure to IHT.

Valuations for Business Property Relief (BPR) assessments

We assess eligibility for BPR and provide valuations that clearly distinguish qualifying business assets, helping to maximise relief and reduce the taxable estate.

Valuations for wider capital gains tax (CGT) considerations

Our valuations also support CGT planning, particularly where business interests are sold, gifted, or restructured during lifetime or as part of estate planning.

We’ll work closely with you to provide valuations that support your strategic estate planning objectives.

You may also be interested in our other valuation services:

Get in touch with our specialists.

Contact us

Lucy Brennan

Partner, London

Key experience

Lucy advises individuals, partnerships, trusts and companies on their personal and business financial and taxation affairs.