Valuation of assets in inheritances
Inheritance valuation is a key process for determining the real value of assets included in the estate, such as real estate, shares, vehicles or rights. The valuation of inheritance assets is essential in the distribution among heirs, the settlement of inheritance taxes and in the resolution of legal disputes and divisions of estates.
We have a team of technical valuers We provide professional inheritance valuations in order to guarantee accurate, approved and valid reports before notaries, the tax authorities and the courts. Our valuations are approved by the Bank of Spain and are carried out in accordance with quality standards such as the new Order ECM/599/2025, ensuring transparency and legal certainty in each case, where official assessment is essential to defend positions with technical rigour.
Why do your asset valuation with Gesvalt?
For more than 30 years we have been producing official and approved valuation reports for inheritance and succession distributions.
All our valuations are carried out by expert technicians, taking into account the regulations in force. Furthermore, we are an independent company approved by the Bank of Spain, which means that our valuation reports are official and valid before the Tax Authorities, any notary or financial institution.
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Independent appraiser approved by the Bank of Spain.
More than 30 years of experience.
Reports valid for any banking institution.
A team of more than 250 experts and 800 field technicians.
National and international coverage.
Why is it necessary to carry out an inheritance valuation?
The appraisal of the real estate in an inheritance is fundamental because it determines the taxes to be paid, such as Inheritance and Gift Tax and Municipal Capital Gains Tax. The amount of the former is calculated on the basis of the declared value of the property and is paid in the Autonomous Community where the deceased resided. Although the Administration assigns a cadastral value, this may not reflect the market reality, so it is possible to request a professional appraisal report as a contradictory expert appraisal. In the case of the municipal capital gains tax, the appraisal can be used to prove a reduction in the value of the land, which may justify the non-application of this tax.
Likewise, when there are assets in joint ownership, an appraisal is necessary to know their current value and to facilitate an equitable distribution among the heirs. Beyond the fiscal aspect, an appraisal provides transparency and security in the distribution of assets, offering an objective basis that supports the administrative management and avoids conflicts between the parties.
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1
Send us your details to make the budget
2
After contracting we visit your property
3
We carry out the appraisal
4
Receive your official valuation report
What assets do we value in an inheritance?
Real estate (flats, premises, land, garages...)
Valuation of real estate for inheritance may include dwellings, premises, garages or land and is an essential step in any succession process. For valuing a flat for inheritance or carry out the valuation of a propertyit is essential to determine the value of the property for inheritance at the date of death of the holder, as it is this date that establishes the tax base for tax purposes.
In addition to establishing the real value of the propertyis carried out, a registry review and discusses the cadastral situationThe objective is to verify the ownership, possible encumbrances and the concordance between the cadastral and registry information. This process makes it possible to carry out a real estate valuation for inheritance rigorous, market-driven and compliant with applicable legal and fiscal requirements.
Vehicles
The valuation of vehicles applies to cars, motorbikes or other vehicles included in the inheritance. This process also falls under the inheritance valuationfor their fiscal inclusion and equitable distribution.
Participations in companies
In an inheritance distribution, thea valuation from company shares requires on specialised financial analysis. Includes equities, shares, participations in limited companies or family businesses present in the inherited estate.
Usufruct and other rights
It provides for the valuation of usufruct in inheritance and other rights in rem (bare ownership, easements, rural land). These valuations require specific methodologies depending on the type of right..
Who carries out the valuation of an inheritance?
Only one technician accredited inheritance appraiser can issue official reports that are valid before a notary, the tax authorities or the courts, in compliance with legal regulations (new Order ECM/599/2025, ECO regulations or RICS standards).
Having a report signed by an inheritance valuation technician, such as those we carry out at Gesvalt, guarantees objectivity, technical precision and legal backing in the distribution of inheritances, calculation of taxes before the Inland Revenue or in the resolution of possible litigation.
What valuations should you be aware of when dealing with an inheritance?
Dealing with an inheritance involves not only the acceptance of assets, but also the responsibility of correctly managing their valuation. There are different types of appraisals and valuations that may be necessary depending on the specific situation of the heir or the heirs as a whole.
Below, we review the main scenarios and the key valuations in each:
1. Appraisal for the distribution of inheritance (Proindiviso)
Where the inherited property belongs to several heirs under the regime of proindivisoThe need to have a appraisal for inheritance distribution. The purpose of this valuation is to establish the real value of the property (homes, premises, garages or land) in order to facilitate an equitable distribution among the beneficiaries. An objective and professional appraisal helps to avoid conflicts and enables financial compensation to be agreed if one of the heirs wishes to keep an indivisible property.
Valuation of real estate for inheritance and gift tax purposes.
When submitting the declaration of the Inheritance and Gift TaxIf the heir does not agree with the amount assigned, the administration may take cadastral values as a reference, which do not always reflect the real market value. If the heir does not agree with the amount assigned, he/she can request an contradictory expert appraisal as a defence mechanism. This property valuation for inheritance tax purposes allows an alternative technical proof to be submitted, which can considerably reduce the taxable base and thus the amount of tax payable.
3. Valuation for the calculation of Capital Gains Tax
In cases where a property is inherited and a subsequent transfer takes place, an obligation to pay the tax may arise. Tax on the Increase in the Value of Urban Land (Municipal Capital Gains Tax). However, if there has been no real increase in the value of the land, the heir may resort to the use of a expert valuation in order to demonstrate that a disability has existed and thus justify the non-payment of the tax. This assessment is key to protect the heir against undue taxation.
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Frequently asked questions on valuation and advice on the purchase and sale of property
When do you need an inheritance valuation?
When do you need an inheritance valuation?
When there is real estate, vehicles or other assets to be valued for distribution among heirs or for calculating taxes such as inheritance tax or capital gains tax.
Why is the valuation of inherited assets useful?
Why is the valuation of inherited assets useful?
It allows the real value of the assets to be known, facilitates a fair distribution among heirs and helps to optimise the tax burden before the tax authorities and town councils.
Is an appraisal compulsory for the distribution of inheritance?
Is an appraisal compulsory for the distribution of inheritance?
It is not legally obligatory, but it is highly recommended to avoid conflicts, to ensure an equitable distribution and to defend the value against possible taxes.
What happens if the heirs do not agree on the value?
What happens if the heirs do not agree on the value?
An independent expert valuation can be requested to establish an objective value and facilitate settlement or legal action in case of disagreement.
Is the appraisal useful for calculating Inheritance Tax?
Is the appraisal useful for calculating Inheritance Tax?
Yes, a professional appraisal allows a real value to be presented to the tax authorities, and can be key in a contradictory expert appraisal if the cadastral value is not accepted.
Can an inheritance including real estate, vehicles and shares be valued?
Can an inheritance including real estate, vehicles and shares be valued?
Yes, there are specific valuations for each type of inherited asset: houses, cars, shares or company shares, all of which are necessary for a complete inheritance.
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