Surveyor Sorted

Capital gains tax valuation, at the date HMRC needs

A RICS Red Book valuation, today or at a past date, for landlords, second home owners, executors and their accountants across London and the South East.

£695

Fee from

5 to 7

Days to report

4.8★

110+ reviews

RICS Regulated FirmRegulated firm
Get your fee in 60 seconds →020 3900 3902

What you get, before you ask

Everything you need to compare us, on one page.

  1. 1Fee, on screen.Type the property value into the form. The number you see is the full price, the final total you pay.
  2. 2Valued at the date HMRC needs.Today, the date of a sale, gift or death, or 31 March 1982. Not sure which? Leave it blank and we confirm it with you or your accountant.
  3. 3HMRC-Ready RICS Red Book report.Signed by a RICS Registered Valuer. RICS Regulated Firm 816557.
  4. 4Report in 5 to 7 working days.From the inspection. The date is confirmed when you book.
  5. 5We arrange access.With you, the solicitor, the tenant or whoever holds the keys.
  6. 6If HMRC or the District Valuer queries the figure,the report sets out the evidence behind it, and we can respond on your behalf.
  7. 7Solicitors and accountants welcome.Instruct on behalf of your client or the estate. The report is addressed as you need it.
  8. 8Pay on booking, card or bank transfer.Klarna and Clearpay available through Stripe checkout if you would rather spread it.

Step 1 of 2 · Your property

Usually the date you sold, gifted or transferred the property, the date you acquired it, or 31 March 1982. Leave blank if you are not sure and the valuer will confirm it with you or your accountant.

Your fee

Enter the property value and your fee appears here, before we ask for any contact details.

No obligation · Fee shown before we ask for your details

When you need one

When the price paid is not the figure that counts

Capital gains tax is charged on the gain between a starting value and a disposal value. Where either one is not a straightforward sale price, HMRC expects it to be set by a market valuation at the right date, and the Valuation Office Agency can check it.

You inherited the property

Your starting value for capital gains tax is the value at the date of death. If no formal valuation was done for probate, or only an estate agent figure exists, a retrospective valuation sets it properly.

You gave it away or transferred it

A gift to a family member, or a transfer into a limited company or a trust, is treated by HMRC as a sale at market value on that day, even when no money changes hands.

You have owned it since before April 1982

The gain on property held at 31 March 1982 is measured from its value on that date, not from what was paid for it. We value it as at 31 March 1982.

You live outside the UK

Non-UK residents can usually measure the gain on a UK home from its value at 5 April 2015 rather than the original price. We value it as at that date.

What you receive

A figure that stands up to HMRC

Valuation at the date HMRC needs

An opinion of market value as at the relevant date, today or in the past, supported by comparable sales and market evidence from that time rather than today.

RICS Red Book report

Prepared by a RICS Registered Valuer in accordance with RICS Valuation, Global Standards. The standard HMRC, the Valuation Office Agency and accountants expect.

Inspection and description

An internal and external inspection of the property and a description of its accommodation, condition and tenure. For a past date we take account of changes since then, such as extensions or refurbishment.

Ready for your accountant

Written so it can go straight into the capital gains computation. It can also be sent to HMRC with form CG34 for a post-transaction valuation check before you file.

We provide the valuation, not tax advice. Your accountant or tax adviser works out the gain, any reliefs and the tax due, and we work with them on the valuation date and the report.

How it works

Quote to report, with the valuation date agreed up front

01

Fee in 60 seconds

Tell us the property, its approximate value and, if you know it, the valuation date. The fee is on screen and the quote arrives by email.

02

Terms and booking

Accept the quote and sign the terms of engagement online. We confirm the valuation date with you or your accountant and arrange access.

03

Inspection

A RICS Registered Valuer inspects the property, usually in around an hour, and gathers the comparable evidence for the valuation date.

04

Report in 5 to 7 working days

The Red Book report is delivered by email and to your portal, signed by a RICS Registered Valuer, ready for your tax return.

Valuing an estate for inheritance tax? See probate valuations. For shops, offices and other business premises, see commercial valuations.

See your fee →

Common questions

Capital gains tax valuation questions

From £695 · RICS Red Book · Report in 5 to 7 working days

Get the CGT valuation sorted

Fee on screen in 60 seconds. No obligation. Accountants and solicitors welcome to instruct for their clients.

See your fee →020 3900 3902