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Mortgage Valuations Tax Valuations

Residential Property Valuations Across Scotland

Whether you're setting an asking price, settling legal matters or needing an independent opinion of value, Shepherd Chartered Surveyors provide clear, evidence-based residential valuations - grounded in local market knowledge.

Operating since the 18th Century, Shepherd Chartered Surveyors have been providing property valuations and much more across Scotland. As Scotland's leading team of Chartered Surveyors, our knowledge and experience mean we have been able to branch out to different locations accross the whole country. Our wide scope means we can get to you, wherever you are - If you're in need of a property valuation, give one of our friendly team a call today.

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Regulated by RICS

Valuations for a defined purpose

Scotland-wide coverage

What type of valuation do you need?

Valuations are required for more situations than just buying and selling properties. For example, if you want to make sure you don’t end up paying too much or too little for home insurance, you might want to – or be required to – obtain an insurance valuation in Scotland. Alternatively, if you’re going through a divorce or separation and need to determine who gets what, a home valuation may come in useful.

How it works

1

Objectives

Tell us the purpose of the valuation.

2

Scope

We confirm scope, fee and timescales.

3

Valuation

Inspection and market research

4

Report

Report issued, with opportunity to discuss findings.

Mortgage Valuations Across Scotland

A mortgage valuation is an assessment of value and suitability for lending purposes. Our surveyors are qualified to undertake purchasing and re-mortgage valuations. The Mortgage Valuation is designed to help inform mortgage lenders of the value of the property for loan purposes. The valuation advises lenders of the value of the property and provides detailed characteristics of the property, including significant defects that may affect the value for securing the loan.

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What is a Mortgage Valuation?

When you apply for a mortgage, the lender needs to know the property is suitable security for the loan. A mortgage valuation is primarily for the lender’s benefit and is not the same as a full condition survey.  It will typically highlight characteristics and significant defects that may affect value for lending purposes.

It typically covers

  • A professional opinion of market value for loan purposes

  • Any material issues that could affect value or mortgagability

It typically does not cover

  • A detailed inspection of the property’s overall condition (that’s where a Homebuyer Report helps).

FAQs

Frequently asked questions about Mortgage Valuation

RICS Regulated

Scotland-wide

Fast Response

Tax Valuations for Residential Property

When HMRC or legal processes require a property value, you need a valuation that is evidence-led, defensible and dated correctly. Shepherd provides clear, professional tax valuations for inheritance tax, capital gains tax and related matters.

The ‘relevant date’ explained

For tax purposes, the correct value is often the market value at a specific date (for example, at date of death for inheritance tax). HMRC describes this as the price the asset might reasonably be expected to fetch if sold on the open market at that time.

Council Tax Appeals

If you believe your Council Tax band is incorrect, the Scottish Assessors’ process allows a “proposal” to alter the band in certain circumstances (including rules for new occupiers and time limits). We can advise and support the valuation case.

Capital Gains Tax Valuations

If you dispose of a non-main residence or investment property, an accurate valuation may be required to support CGT calculations. For many UK residential property disposals, HMRC requires reporting and paying any CGT due within 60 days (depending on completion date/rules).

Inheritance Tax Valuations

We provide property valuations to support estate administration, helping executors and advisers work from an accurate figure for the relevant date.

FAQs

Frequently asked questions about Tax Valuation

RICS Regulated

Scotland-wide

Fast Response

How it works

1

Tell us the purpose

IHT, CGT, Council Tax, etc.

2

We confirm scope and fee

We answer any queries you may have

3

Inspection completed

Arranged at a suitable time for you

4

Report issued

Relevant date and supporting rationale

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