Tax advisors and estate planners

Our experts are ready to help you find the perfect solution whether it’s hallmarking, analytical testing or valuations,

Protecting value, authenticity, and consumer trust in jewellery and luxury goods.

Tax advisers and estate planners require accurate, defensible valuations to support effective advice, compliance and risk management. Birmingham Assay Office provides independent valuation services for hallmarked jewellery, precious metal assets and heritage objects, supporting advisers, executors and trustees across the UK.

With over 250 years of authority in precious metals and hallmarking, Birmingham Assay Office delivers valuations that combine technical expertise, market awareness and clarity giving advisers confidence in the figures they rely upon.

Your challenges...

Tax advisers and estate planners are increasingly required to:

  • Obtain accurate valuations for inheritance tax (IHT) and capital gains tax (CGT)
  • Support probate and estate administration with clear documentation
  • Manage complex estates containing jewellery, silverware and precious metal assets
  • Demonstrate due diligence to HMRC, beneficiaries and executors
  • Reduce risk of disputes or post-submission challenges
  • Work to tight timescales during estate administration

Independent, professional valuation is essential to robust estate planning.

How Birmingham Assay Office supports you...

Probate & Inheritance Tax Valuations

We provide clear, purpose-specific valuations to support:

  • Probate applications
  • Inheritance Tax (IHT) reporting
  • Estate accounts and distributions
  • Executor and trustee responsibilities

Valuations are prepared in line with recognised professional standards and clearly state the basis of value.

 

Capital Gains Tax & Asset Planning Support

Our valuations support advisers dealing with:

  • Capital Gains Tax (CGT) calculations
  • Lifetime gifting and asset transfers
  • Trust planning and restructuring
  • Pre- and post-event valuation requirements

Helping advisers evidence values at key tax points.

 

Expertise in Hallmarked & Precious Metal Assets

As one of the UK’s Assay Offices, Birmingham Assay Office offers specialist expertise in:

  • UK hallmarking systems and historic standards
  • Precious metal composition and fineness
  • Jewellery, silverware and heritage metal objects
  • Differentiating intrinsic metal value from historic or artistic significance

Ensuring valuations are informed, credible and defensible.

 

Clear Reporting for HMRC & Professional Review

Our valuation reports are designed to:

  • Be clear and transparent in methodology
  • Stand up to professional and regulatory scrutiny
  • Support advisers in correspondence or enquiries
  • Reduce uncertainty for executors and beneficiaries

Providing confidence in compliance and advice.

Get In touch

If you are a tax adviser, estate planner, executor or trustee, Birmingham Assay Office can support you with independent, authoritative valuation services for precious metal and hallmarked assets.

to discuss probate, tax and estate planning valuations.

Why choose Birmingham Assay Office?

  • Independent Authority – One of the UK’s Assay Offices
  • Trusted by Professionals – Recognised by legal and financial advisers
  • Heritage & Technical Expertise – Over 250 years in precious metals assurance
  • Impartial & Objective – No commercial interest in asset disposal or sale
  • Reliable Reporting – Suitable for HMRC, probate and audit purposes

Our independence and statutory role underpin the credibility of every valuation we deliver.

  • Case Study

    Probate Valuation for a Complex Estate

    Click through to find out more

  • The Challenge

    A tax adviser acting for executors required independent valuations of hallmarked jewellery and silver assets to support IHT reporting and estate accounts.

  • Our Approach

    1 - Examined hallmarking, materials and condition

    2 - Assessed market context and intrinsic values

    3 - Issued clear, purpose-specific valuation reports

  • The Results

    1 - Smooth probate submission

    2 - Reduced risk of HMRC query

    3 - Greater confidence for executors and beneficiaries

As a new entrant into the UK market, Birmingham Assay Office gave us the expertise and credibility we needed. Their hallmarking and gem lab services, especially in distinguishing natural from lab-grown diamonds, gave our customers complete reassurance. Birmingham Assay Office were also able to support us with our supply chain to ensure our product flowed in the most efficient way to deliver in store on time, every time.

Representative from 

Global Jewellery Retailer

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Birmingham Assay office

0121 820 0773

Address

1 Moreton St, Birmingham, B1 3AX