Going through the probate process can be overwhelming—especially when you’re grieving and suddenly faced with what feels like a mountain of paperwork and pressure. Fortunately, most people never have to deal with this more than once or twice in a lifetime. But when they do, it’s easy to feel stressed—especially with the Inland Revenue breathing down your neck.
The good news? As long as everything is done properly and in accordance with HMRC’s strict criteria, you’ll be absolutely fine. That’s where we come in.
At Avery Associates, we’ve carried out hundreds of professional probate valuations, and we know exactly what HMRC expects. Every single one of our valuation reports is presented in the correct format and includes all the required details. That’s why we can confidently guarantee 100% HMRC acceptance—our experience and expertise ensure no nasty surprises or rejections.
Common Questions About Probate Valuations
Do I really need a probate valuation?
Yes, if you’re the executor of an estate. HMRC requires accurate valuations of all assets, particularly property, for Inheritance Tax purposes. Guesswork or online estimates won’t cut it.
What if HMRC challenges the Probate valuation?
This is very unlikely if the valuation has been done professionally and follows the correct procedure. Our valuations are detailed, compliant, and specifically formatted to meet HMRC’s rules and if any questions arise, we will support you and answer any questions HMRC may ask. Typically, we can arrange an inspection within a few days and deliver the completed probate contents valuation report within 2-5 working days and RICS property valuation reports within 10 to 14 days.
What happens if I submit a Probate valuation that HMRC disagrees with?
If a valuation is submitted and later found to be inaccurate or incomplete, HMRC can impose penalties or request additional tax payments. This is why a professional valuation from a reputable firm like Avery Associates is essential—we ensure everything is accurate, transparent, and defensible from the start.
Do you only value property, or can you handle contents too?
We provide comprehensive valuations, including special collections, household contents, vehicles, and personal effects. HMRC requires a full picture of the estate’s value, so we make sure no item is overlooked, especially when contents could significantly affect the total valuation.
Can you provide retrospective valuations for probate?
Yes. Often valuations are needed based on a date in the past—usually the date of death. We specialise in retrospective valuations that meet HMRC standards and are fully backed by comparable evidence to ensure acceptance.
Can you handle unusual or complex Probate cases?
Absolutely. We’re experienced in handling unique properties, hoarded houses, and estates with multiple assets. We’re also happy to liaise directly with solicitors or estate administrators to streamline the process.
What does a probate valuation report actually include?
A professional RICS probate property valuation report is far more than just a figure on a page. It provides a clear, detailed breakdown of the property and the valuation process itself. This includes key information such as the property’s location, size, condition, market context, and any unique features that may affect its value. At Avery Associates, we ensure every report is thorough and transparent, making it easy for HMRC to review and accept without issue.
Why Our Probate Reports Are 100% Guaranteed for HMRC Acceptance
At Avery Associates, we are registered and accredited valuers of art, antiques, collectables, and general household contents. We specialise in providing accurate, professional valuations for probate purposes, covering everything from everyday items to rare and high-value pieces. With decades of experience delivering RICS-compliant reports, we’re fully conversant with all aspects of probate and estate administration. Our valuations are meticulously compiled and fully compliant with Section 160 of the Inheritance Tax Act 1984. That’s why we can proudly say we have a 100% acceptance rate with HMRC—our probate valuation reports are precise, comprehensive, and ready to submit for Inheritance Tax calculations without delay or dispute.
What Next?
We are happy to answer any questions you may have and can offer expert advice on your specific circumstances in the strictest confidence and without obligation. You can call us on 0800 567 7769 or use the probate valuation boking form here.
