Inheritance Tax Valuations (Probate)

 

Inheritance Tax Valuations at Sworders

Comprehensive | Precise | Prompt


We understand the emotional challenges of estate settlement. Our dedicated team supports individuals, executors, lawyers, agents, and trust companies through every step of family probate.

We will provide a valuation as required by the HMRC, under section 160 of the Inheritance Tax Act 1984, detailing the principal items with accompanying images. 

Our full professional service includes:

  • A discussion with one of our experts to tailor your needs to the valuation required
  • Terms of Engagement detailing requirements, fee structure and your Sworders contact
  • A detailed inventory and valuation, sent to the executor and solicitor dealing with the administration of the estate

Should you decide to sell with us, we can offer a seamless service including:

  • Safe removal and storage of items
  • The delivery of bequests through our bespoke Sworders Delivery Service
  • Complete house clearance if required

We also prepare written valuations for Family Division, Capital Gains Tax and Private Treaty Sales.

SPEAK TO THE TEAM

01279 817778 | privatecollections@sworder.co.uk 

 


'Daniel has assisted me on many occasions to provide probate valuations of deceased persons personal belongings.   He is reliable and extremely knowledgeable.  The team at Sworders has a wealth of expertise and is always able to provide a valuation of the most unusual assets.  I would highly recommend Daniel and his team for Probate valuations.' 

Natalie Payne | Morr & Co LLP


 


 

Why Choose Sworders?

Experience

 

EXPERIENCE

Established in 1782, Sworders is a renowned leader in the auction and art world, with a seasoned team of experts.

Trust

 

TRUST

Members of The Society of Fine Art Auctioneers & Valuers, we hold a longstanding reputation for expertise, integrity, and a proven track record in accurate, reliable assessments of valuable assets.

Transparency

 

TRANSPARENCY

Our bespoke service provides clear communication throughout the entire process and there are no hidden fees


 

 

Get in Touch

 

Please contact our Private Client Valuations Department to discuss your needs. We are here to help in any way we can.

Our competitive fees are charged by the hour and we can schedule a visit at your earliest convenience. We aim to deliver our written report to you within 10 working days of the appointment.

01279 817778 | privatecollections@sworder.co.uk

 

BOOK A PROBATE VALUATION

 

 

Meet Our Private Client Valuations Team

 

Guy Schooling

Guy Schooling
Head Specialist Art & Antiques | Chairman

T: 01279 817778
E: guyschooling@sworder.co.uk 

Luke Macdonald

Luke Macdonald
Head Specialist Art & Estates

 

T: 01279 817778
E: lukemacdonald@sworder.co.uk 

Daniel Webster

Daniel Webster
Senior Valuer | Head of Hertford Office

 

T: 01992 583508
E: danielwebster@sworder.co.uk 

John Black

John Black
Director

 

T: 01279 817778
E: johnblack@sworder.co.uk

 

James Pickup

James Pickup
Director

 

T 01279 817778
E jamespickup@sworder.co.uk 

Alex Froggatt

Alex Froggatt
Senior Valuer | Glass & Decorative Arts

 

T: 01279 817778
E: alexfroggatt@sworder.co.uk

William Trudgill

William Trudgill
Val
uer

 

T: 01992 583508
E: williamtrudgill@sworder.co.uk