Valuations for Estate Planning

& Wealth Structuring

HRE Group® are RICS Chartered Surveyors and Registered Valuers providing Red Book compliant property valuations across London and the South East.


Our Valuations support tax planning, restructuring, and succession strategies. 

Estate Planning & Wealth Structuring Valuations


Valuations are often required before a transaction or restructuring takes place, including:


  • Lifetime gifting of property assets
  • Transfers into trusts
  • Portfolio incorporation (TCGA 1992 s162)
  • Family Investment Company (FIC) structuring
  • Connected party transactions
  • Pre-sale or restructuring advice
  • Creating an audit trail for future HMRC review


Early-stage valuation advice can significantly impact the tax outcome and risk profile of a transaction.

Property valuations play a critical role in estate planning, corporate structuring, and intergenerational wealth transfer.


HRE Group® RICS Registered Valuers provide independent, Red Book compliant valuations to support tax planning, restructuring, and succession strategies.


We work alongside private client advisers, accountants, and solicitors to deliver defensible valuations that stand up to HMRC scrutiny.


If you require a valuation to support estate planning or restructuring, please contact our team to discuss your requirements


View our full suite of valuation services. 


Why valuation matters in planning


Valuation is not simply a reporting exercise - it directly influences:


  • Inheritance Tax (IHT) exposure
  • Capital Gains Tax (CGT) calculations
  • Transfer pricing between related parties
  • HMRC challenge risk
  • An unsupported or poorly evidenced valuation can lead to disputes, delays, and additional tax liabilities.


HRE Group® provide clear, evidence-based valuations aligned with HMRC guidance and best practice.


Why choose HRE Group®


We provide valuations tailored to the specific structure and transaction, including:


  • Analysis of market evidence and comparable transactions
  • Consideration of ownership structure (individual, company, trust)
  • Sensitivity to valuation date and basis
  • Clear reporting suitable for professional advisers and HMRC review


All reports are prepared in accordance with the RICS Red Book Global Standards.


Who we work with


We are regularly instructed by:


  • Private client tax advisers
  • Accountants
  • Solicitors
  • Family offices
  • Property investors and developers


We integrate seamlessly into professional teams to support complex structuring and planning exercises.


Related  Valuation Services


Geographic Coverage


  • London
  • Central London
  • North London
  • East London
  • West London
  • South London
  • Bedfordshire
  • Berkshire
  • Buckinghamshire
  • Cambridgeshire
  • East Sussex
  • Essex
  • Hampshire
  • Hertfordshire
  • Kent
  • Oxfordshire
  • Surrey
  • West Sussex