With over 180 years of experience working with solicitors, executors, and bereaved families, we are the UK’s leading providers of probate valuation services.
While we primarily serve Tyne & Wear, Northumberland, Durham, Teesside, Cumbria, Yorkshire, and the Scottish Borders, our team frequently travels further afield, distance is never a barrier.
We pride ourselves on delivering a swift, confidential, professional, and comprehensive service.
Probate valuations are essential for accurately calculating Inheritance Tax liability, ensuring fair distribution of estate items among beneficiaries, and facilitating the sale of surplus items at auction. Our expert team is the trusted choice for solicitors and executors, providing valuations formatted to comply with IHT407 requirements in a clear and concise manner.
No two estates are the same. Whether simple or complex, large or small, we tailor our services to meet the needs of executors and beneficiaries. From global valuations to detailed inventories, we adhere to HMRC guidelines, which require listing individual items valued at £500 or more. If needed, we also advise on appropriate thresholds for fair distribution among beneficiaries.
For added convenience, our sister company, A&G Land & Property Agents, complements our services by offering probate valuations and sale advice for land and property.
Our professional fees are competitively calculated on an hourly basis.
To discuss your needs or arrange an appointment, please call (0191) 430 3000 or fill out the contact form below.