A present-day estimate may not answer a question about value at an earlier date. We provide independent residential valuation evidence for an agreed purpose and effective date, working from the property and market evidence relevant to that instruction.
Your accountant, solicitor or other adviser should identify the purpose and relevant date. A retrospective valuation describes when the value is assessed; capital gains tax, probate and other matters describe why it is needed. These can overlap. We do not assume the same date or valuation basis applies to every instruction.
Tell us about extensions, conversions, changes in condition, occupancy or tenure, and when they occurred. Earlier photographs, plans and transaction records may assist. A visit today cannot by itself establish every feature of a home years ago, so the report explains material assumptions and evidential limits.
The agreed report sets out the property, purpose, valuation date, evidence and reasoned opinion of value. Your tax adviser deals with tax liability, reliefs and the treatment of the valuation. We cannot promise that HMRC or another recipient will accept a particular figure without enquiry.
The property’s size and complexity, the age of the valuation date, access, available evidence and intended reporting requirements all affect the work. Send any written request from your adviser, with personal financial information removed where it is not needed for a quotation.
No. It is an opinion at an earlier effective date and can be relevant to different agreed purposes. We confirm the actual question and intended recipients before accepting the instruction.
Leave it blank in the initial enquiry and ask your professional adviser. The date is confirmed before the valuation; it should not be replaced by the inspection date simply because that date is easier to obtain.
It can be useful background, but its purpose, date, scope and underlying evidence need consideration. It is not automatically a substitute for the independent report your adviser requires.
Send the property address, the report you need and any deadline. We will confirm the scope, fee and availability before you instruct us.
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