We understand that at a distressing time, the need to have personal items valued for Inheritance Tax may be a difficult experience. Putting monetary value to cherished items can be a sensitive issue. We aim to make the process as bearable as possible.
All of our valuers have decades of experience in dealing with these situations, giving them the maturity and experience to act with empathy and discretion.
All our valuers are members of either the Society of Fine Art Auctioneers (SOFAA) or the Royal Institute of Chartered Surveyors (RICS) producing valuations in accordance with Schedule S160 of the Inheritance Tax Act. They all adhere to a code of standards and conduct which means that they can guide you step-by-step through what might seem a daunting process. We aim to give you all the information you need to make the right decisions about family possessions, including specific bequests and gifts.
Clevedon Salerooms offer a complete executor service including liaising with solicitors and estate agents, initial visit, full inventory, removal and clearance, storage, and sale via two levels of auction. We can suggest clearance teams and charities who ethically and environmentally dispose of the numerous items which are unsuitable or uneconomic to sell at auction.
The feedback we often receive is that the whole experience of a home visit is not nearly as unpleasant as was feared beforehand, and indeed that it can often turn out to be very positive.
Clevedon Salerooms maintain good relationships with many Solicitors, Tax and Probate Practitioners within Bristol, Somerset and the wider South West, and are often the first choice when it comes to dealing with Estates.
We are also pleased to offer confidential Inheritance Tax Planning and Family Division advice at pre-Probate stage, so that financial affairs can be managed in the most tax-efficient way.
Toby Pinn MRICS, is a Regulated Arts & Antiques Surveyor and is able to offer RICS valuations to ‘Red Book’ standard, the globally-acknowledged benchmark of valuations for personal property. For a no-obligation discussion of your requirements, please contact the Saleroom on (01934) 830111.