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Valuations

Our team of RICS Registered Valuers carry out valuations throughout the south for bank, building societies, companies, charities, councils and individuals. We carry out 'Red Book' valuations in accordance with the latest edition published by the RICS, as well as general valuations advice. Our surveyors are best placed to give a comprehensive service covering a wide variety of properties.
 
Our extensive knowledge of the local markets, which has been built up over many years, enables us to provide valuations on many types of properties for a variety of purposes. We act for numerous major banks as well as a large number of other lending institutions, pensions funds and individuals to name a few.
 
Click the links below to find out about which of our valuations you may need


Taxation
 
The majority of capital taxes require an assessment of value to be made and so it is important that a credible and accurate valuation is obtained.
 
Woolley & Wallis regularly carry out valuations to underpin the assessment of a wide range of taxes to include:

  • Capital Gains Tax
  • Inheritance Tax (probate)
  • Stamp Duty Land Tax
  • Business Rates
  • Council Tax
  • Income Tax
  • Corporation Tax

We work closely with a number of accountants and financial advisors to ensure our valuations are fit for purpose and that we are always alert to opportunities to mitigate the potential tax liability.

Secured Lending
 
Banks and financial institutions often require lending to be secured against assets (security) such as real estate property or plant and machinery. In these circumstances, it is normal for the security to be valued to ensure it provides sufficient protection to the lender in the event of a default on repayment of the loan. Woolley & Wallis is an approved valuer for many of the mainstream lenders meaning we are able to carry out most secured lending valuations. Time is often crucial with secured lending valuations and so we aim to finalise our valuations promptly and report direct to the lender.
 

Dispute resolution and compensation
 
Financial statements
 
Professional valuations of property and assets are often required for inclusion within financial statements. This is most commonly required in connection with:
 
  • Periodic valuation of investment property held by companies
  • Annual stocktaking

Woolley & Wallis has extensive experience in the provision of valuation advice for financial statements and specialise in agricultural stocktaking. All our valuers are experienced Fellows of the Central Association of Agricultural Valuers (CAAV) which ensures our valuations are both accurate and credible if scrutinised by HMRC.
 
Expert witness
 
Woolley & Wallis regularly undertake expert witness reports and valuations to underpin financial disputes and/or claims for compensation. Our surveyors are acknowledged experts in their fields and have good working knowledge of litigation and court proceedings.
 
We can accept expert witness appointments on a wide range of valuation issues and are often instructed in connection with:
 
  • Matrimonial & partnership disputes
  • Negligence claims
  • Compulsory purchase claims
  • Taxation matters
  • Planning & development matters
  • Landlord & tenant matters

Our reports are prepared in accordance with Part 35 of the Civil Procedure Rules and the Royal Institution of Chartered Surveyors (RICS) Combined Practice Statements and Guidance Notes for Surveyors Acting as Expert Witnesses.
 
If you are not sure what type of valuation you require or have a specific requirement then please contact one of our local offices who will be able to assist you.


Contact us to find out more


Andrew Donald

Partner


Residential, Professional Services
Fordingbridge, Lymington, Ringwood, Romsey

01425 655900 or 07788 928148

Barnaby Gower

Partner


Residential, Professional Services
Shaftesbury

01747 852242

Ben Marshall

Partner


Farm & Rural, Residential, Auctions, Professional Services
Ringwood, Shaftesbury

07795 151530

Charles Lucas

Consultant


Farm & Rural, Professional Services, Equestrian
Marlborough

01672 515252

David Wheeler

Chartered Surveyor


Professional Services
Shaftesbury

 01747 852242 or 07973 443748