Financial Planning

Making plans that involve finances, property and other personal assets can be notoriously complex and, with the tax landscape changing regularly, it’s vital that you have the support of expert valuation specialists who can give you the guidance and evidence you need to make financial decisions with confidence.

The Financial Planning team of RICS registered valuers at Trinity Rose Chartered Surveyors are experts in valuations that support estate and property planning and taxation services. We offer these financial planning valuation services to a wide range of private clients.

Read more about the valuation services that support our private clients’ financial plans, then contact us if you’d like to find out how we can help you.

Financial, tax and estate planning and expert guidance for private clients

Trinity Rose Chartered Surveyors provides a range of financial planning valuation services for private clients, including investors, land and estate owners, senior executive and entrepreneurs. We offer a tailored valuations service that supports those considering their annual tax returns, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning, probate matters, property planning, offshore structure, wealth management and retirement choices.

Our Valuation team is adept at providing first-class, personal advice and Red Book valuation services that are designed to make your financial and tax plans a more informed and less stressful process.

If you’d like to know more about our financial planning valuation services for private clients, please get in touch.

  • Dependable Red Book financial and tax planning valuation advice
  • Tailored financial planning valuations for a wide range of private clients’ needs
  • Includes tax planning, property planning, retirement planning, Inheritance Tax planning and expert guidance on all associated matters
  • RICS registered valuation experts skilled in all aspects of property, legal and compliance obligations
Financial planning meeting
estate planning property
survey report
estate planning tax


5 stars

“Trinity Rose was recommended to me when I needed an urgent building survey for a listed cottage I was buying. The team was really helpful and responded quickly – the survey was carried out and the report back within a few days. It was really thorough and I was able to budget for the works needed without any surprises after completion. I’d recommend a Trinity Rose building survey to anyone buying a property – it’s worth it for peace of mind”.

Louise B


Trinity House, 123 Winchester Road, Chandlers Ford, Hampshire SO53 2DR

t: 01962 880426


Trinity House, 123 Winchester Road, Chandlers Ford, Hampshire SO53 2DR

t: 01962 888900


Trinity House, 123 Winchester Road, Chandlers Ford, Hampshire SO53 2DR

t: 02382 002500

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