Creating clarity
If a property is transferred early, its value affects later claims and settlements. A valuation report documents the value at the time of transfer.
Retrospective valuation
A value can also be determined for past reference dates, provided the necessary documents and comparable data are available.
Clarity at an early stage
Anyone transferring their property during their lifetime wants to avoid conflicts later on. A valuation report records the value at the time of transfer and can defuse future discussions between siblings or heirs.
Valuing rights and encumbrances
A right of residence, usufruct or land charges can affect the value. I take such particularities into account in the valuation or point out where additional legal advice makes sense.
Frequently asked questions
Can the value be determined for an earlier reference date?
Yes, if documents and market data are available for that date. I'll check this with you beforehand.
Do I need a full market value appraisal?
If disputes are possible, yes. For an agreement within the family, a short appraisal report may be enough.
