Valuation – Probate

PROBATE Valuations

When a person dies, their estate, which refers to all their assets such as property and other personal belongings, will need to be valued to ensure it is distributed correctly to the beneficiaries of the deceased’s will and to calculate how much Inheritance Tax is due to HMRC.

The Valuations team at Trinity Rose Chartered Surveyors provides ‘Red Book’ compliant property valuations that meet the criteria set out by the RICS and HMRC for those involved in a probate process.

Read more about what a probate valuation involves, then talk to Trinity Rose Chartered Surveyors about how we can help you navigate the probate process, sensitively and efficiently.

Why do you need a valuation for probate?

When a family member or friend dies and bequeaths property to you in their will or leaves their estate for you to administer, you’ll need to appoint a RICS registered valuer surveyor to conduct a probate valuation. The property valuation will ensure the asset is distributed correctly and to calculate the amount of Inheritance Tax (IHT) due to HMRC.

Why choose us?

The valuation team of RICS registered valuers at Trinity Rose Chartered Surveyors is highly experienced in all probate valuation matters and will provide an accurate assessment of the property assets in the form of a trusted Red Book compliant valuation, relying on our knowledge of the market. It’s critical the valuation is carried out accurately to avoid any miscalculations of IHT due on the estate, which can have serious financial repercussions for all parties involved.

Trinity Rose Chartered Surveyors will work with you to help the probate process proceed as sensitively and efficiently as possible, giving you peace of mind that the will and distribution of assets has been handled correctly. Contact us if you’d like to know more.

  • Expert, in-depth and Red Book compliant probate valuations by RICS Registered Providers
  • Trusted assessments of property asset worth based on insight and property market expertise
  • Accurate IHT calculations for HMRC
  • Peace of mind your probate matter has been dealt with compassionately and correctly

We offer Probate Valuations in Hampshire and Surrey including Alton, Alresford, Farnham, Chandlers Ford, Bishops Waltham, Park Gate, SouthamptonWinchester Romsey, Lymington, Lyndhurst, Salisbury, Christchurch, BournemouthBasingstokePortsmouth, Poole, Parkstone, Brockenhurst, Ringwood, Verwood, Fordingbridge, The New Forest and Wimborne and the surrounding areas.

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5 stars

“Helpful staff”.

Dave C


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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