Probate, Estates & Insurance Valuations

Rosebery’s qualified and experienced valuers undertake independent valuations of personal chattels under Section 160 of the Inheritance Tax Act 1984. The reports are for both executors and solicitors who are acting on behalf of a deceased estate in compliance with the requirements of HM Revenue and Customs (HMRC). Our professional valuers use their expert knowledge and experience to ensure that the open market valuations are realistic and will not be rejected by the HMRC.A detailed inventory and valuation with all items of importance and any specific bequests is produced.

Typically, a valuer will visit the property and list all items with a value in excess of £500. In addition, any items below this level but still of saleable value will be recorded. An abbreviated valuation will be produced in line with section 160 of the 1984 Inheritance Act as well as a more detailed report for the executors.

In the event of executors or beneficiaries wishing to arrange the sale of some or all of the chattels involved in an estate, then Rosebery’s provides a complete sales service. We will arrange collection of the pieces concerned, ensure their inclusion in the appropriate sales, advise on reserves where necessary and ensure a rapid settlement.

Please contact our valuations team who will be happy to discuss your requirements, our fees and how we may be able to assist.

Roseberys are regularly asked to value property  bought before marriage or partnership, or through inheritance as well as jointly owned items, to help achieve an equitable division of marital assets.

We can also provide valuations, along with periodic reviews, where it may be desirable to have individual items of high value specified in a prenuptial agreement.

We offer a comprehensive valuation of antiques, artwork, jewellery and any other matrimonial assets to enable the equitable division of possessions amongst partners and family members, for example to assist in the drawing up of a Will or pursuant to a Court Order.

Roseberys acts as the Expert under FPR Part 25 – undertaking inventories and the valuation of personal possessions for Divorce and Financial Remedy proceedings instructed by individual solicitors or as a joint instruction by the Central Family Court.

Please contact our valuations team who will be happy to discuss your requirements, our fees and how we may be able to assist.

Insurance valuations reflect the cost of replacement after loss or damage. 

Roseberys can provide an open market valuation of your artworks, antiques and jewellery ensuring that you are neither under insured or over insured to avoid any unrealistic premium payments and subsequent disputes should a claim arise.

To ensure that the value of your items reflect current market conditions, we can review valuations annually so that replacement costs reflect changing market values. In certain areas such as Asian art, contemporary art and jewellery there can be a considerable swing in value.

Our valuations are accepted by insurance companies and brokers providing the confidence of a full and speedy settlement for any loss.

Valuations can be provided on single items or we can provide a detailed and illustrated inventory of art, antiques and jewellery to include information about age, size, provenance or other facts that may be helpful for the insurer to know.

Please contact our valuations team who will be happy to discuss your requirements, our fees and how we may be able to assist.

This is a court which provides care and management of people who are unable to look after their own affairs, for example someone who is suffering from a lack of mental capacity. Upon instruction, Rosebery’s will undertake an open market valuation of the assets in the Client’s property and produce a formal document. The Deputy can use the calculations in the report to complete the necessary form COP1 and/or COP1B. Roseberys provide valuations of assets so that the items can be sold to raise funds for their care. Roseberys can arrange for the items to be collected and auctioned to raise funds. We can also arrange for the client’s residence to be cleared and left in a suitable state for it to be put on the market for sale.

Please contact our valuations team who will be happy to discuss your requirements, our fees and how we may be able to assist.

Inventory & Valuation Services for Corporate Collections involves the management, assessment, and valuation of art, artefacts, collectibles, and other valuable items owned by corporations or businesses. These collections might include items such as artwork, historical artefacts, rare books, antique furniture, and more, which are often acquired for investment, cultural enrichment, or promotional purposes.

Here's a breakdown of the key services that Roseberys can offer for corporate collections:

1. Inventory Management: This involves cataloguing and documenting all items within the corporate collection. A detailed inventory helps the company keep track of its assets, their location, condition, and other relevant information.

2. Valuation: In this case, valuation can be done for various purposes, such as financial reporting, insurance coverage, tax purposes, and potential sale or donation. Valuation experts assess factors such as historical significance, provenance, rarity, artist reputation, condition, and market demand.

3. Appraisal and Authentication: Experts in the field often conduct appraisals to determine the fair market value of each item. Authentication is also important to establish the legitimacy and provenance of artworks and artefacts, as it impacts their value and historical significance.

4. Risk Management and Insurance: Corporate collections are valuable assets that need proper insurance coverage. Our inventory and valuation service helps companies determine the appropriate insurance coverage based on the assessed value and potential risks to the collection.

5. Collection Strategy: We can also offer expert advice on acquisition and deaccession strategies. Acquisitions might involve recommendations on potential additions to the collection, taking into consideration the company's goals and budget. Deaccessioning refers to the process of removing items from the collection, which might be done through sales, donations, or other means.

6. Cultural and Educational Programming: Corporate collections are sometimes used for cultural enrichment and educational purposes. Roseberys can provide guidance on how to engage employees, clients, and the public through exhibitions, workshops, and other programs centred around the collection.

7. Documentation and Records Management: Maintaining accurate and organised records of the collection's history, provenance, and appraisal values is essential. This documentation is useful for internal purposes, as well as for potential legal, financial, or educational reasons.

8. Estate Planning: For businesses or individuals with valuable collections, estate planning can be complex. Roseberys can assist in estate planning by valuing the collection accurately for inheritance or charitable donation purposes.

Overall, inventory and valuation services for corporate collections are key to help companies manage their valuable assets effectively, make informed decisions about acquisitions and sales, understand the financial implications of their collections, and engage with their cultural and historical assets in meaningful ways.

Please contact our valuations team who will be happy to discuss your requirements, our fees and how we may be able to assist

Roseberys hosts more than 30 dedicated specialist auctions annually. We boast a team of experts covering a wide spectrum of fields, ranging from jewellery and timepieces to Islamic and Indian arts, as well as modern prints and Old Master paintings. Regardless of your area of interest, Roseberys is committed to offering the adept knowledge and guidance necessary to assist you. Our services extend globally, enabling you to effortlessly participate in auctions from anywhere across the world.

Before you consign your items for sale, our team of specialists is delighted to offer you a complimentary market appraisal of your objects. You can reach out to us through our online form, via email at valuations@roseberys.co.uk, or by visiting our London offices in person.

You can find more info about our face-to-face valuation experience here.

In case you have multiple items and would like our valuers to assess them at your residence, please get in touch with us at +44 (0)20 8761 2522 or via email at valuations@roseberys.co.uk.

Kindly note that our auction estimates are subject to change after a firsthand inspection and thorough research by our specialists. The initial estimates provided are intended for guidance purposes only.

For more info about valuation for auction, please see our guide to selling at auction or request a valuation here. Otherwise, get in touch to discuss your valuation query with one of our advisors today.