Valuation for Estate and Succession Planning

If you are planning how property will pass to the next generation, everything starts with knowing what each asset is actually worth. This is quiet, unglamorous work that prevents a great deal of trouble later.

• Working since 1995
• Government approved valuer
• ISO 9001 certified
• Reports in 48 to 72 hours
• Trusted by 800 plus chartered accountants, CPAs and lawyers

Why families do this before there is a problem

Most property disputes we see were avoidable. Somebody assumed the flat and the shop were roughly equal in value. They were not, and by the time anyone checked, two people had stopped speaking.

Valuing assets while everyone is alive and on good terms is far easier than valuing them afterwards in front of a judge.

Where a valuation helps

• Writing a will. So you can divide fairly rather than by guesswork.
• Family settlement. Where property is being reorganised between relatives by agreement.
• Gifting property. A record of value at the time of the gift is worth having.
• Planning a sale years ahead. Knowing the likely tax now lets you plan around it.
• Simply knowing where you stand. Many families have never had the whole holding valued at once.

Fair does not always mean equal

A shop earning rent and a plot of land earning nothing may be worth the same on paper but they are very different things to inherit. A property with a sitting tenant is worth less than an empty one. A jointly held share is harder to sell than a whole property.

Our reports set these differences out plainly, so decisions get made with eyes open.

Working with your advisers

We are valuers. We are not your lawyer and we are not your tax adviser. What we provide are defensible numbers your lawyer and accountant can build the actual plan on. We are happy to speak to them directly.