Tax Trust and Accounts

Tax, Trust & Accounts Valuation

Our dedicated team provides valuations and advice for trust, tax and accounts purposes for both commercial and residential portfolios.

The complexity of this area of law makes expert advice crucial. From valuing investments for secured lending, acquisitions and sales, to appraising for formal valuations for a variety of tax purposes, our team offers unparalleled strategy advice that is complemented by effective negotiations with District Valuers to reach fair and reasonable conclusions.

We provide valuation advice for the following:

  • Offshore trusts and companies holding UK property, including Annual Tax on Enveloped Dwellings (ATED), and for Capital Gains Tax (CGT)
  • UK trust properties
  • Inheritance tax
  • Principal Private Residence relief
  • US IRS property appraisals
  • Accounts purposes

 

Related Services

 

Can we help?

Have a question? Get in touch.

Key contacts

Simon Aldous

Simon Aldous

Director
Valuation

Savills Margaret Street

+44 (0) 20 7016 3861

+44 (0) 20 7016 3861

 

Anthony Griffiths

Anthony Griffiths

Director
Valuation

Savills Margaret Street

+44 (0) 20 7016 3721

+44 (0) 20 7016 3721

 

Charlotte Strang

Charlotte Strang

Associate Director
Valuation

Savills Margaret Street

+44 (0) 207 409 8092

+44 (0) 207 409 8092

 
ADD/EDIT BLOG TAGS