Free Property Valuer Invoice Template

What is a Property Valuer Property Valuer invoice?

A property valuer invoice records fees for formal valuation services — providing a professionally assessed market value of a property for purposes such as probate, divorce proceedings, insurance, Help to Buy redemption, capital gains tax, or investment appraisal. In the UK, formal valuations for lending and legal purposes must be conducted by a Chartered Surveyor (MRICS or FRICS) operating to RICS Valuation Global Standards (the Red Book). Valuation fees vary significantly by property type, value, and purpose. Residential valuations for private purposes typically cost £150–£400. Commercial valuations for investment or lending are more complex and charge at a higher rate, sometimes as a percentage of the assessed value. All valuations must comply with RICS standards, and any conflicts of interest must be disclosed to the client.

What to include on a Property Valuer Property Valuer invoice

• RICS firm registration number and individual surveyor's RICS membership
• Client name and purpose of valuation (probate, insurance, dispute)
• Property address and brief description
• Date of inspection and valuation date
• Valuation fee: fixed or percentage of value
• Report format: desktop, kerbside, or full internal inspection
• VAT if applicable
• Disbursements: Land Registry search, site visit expenses
• Payment terms (typically on delivery of report)
• Professional indemnity insurance reference

Common property valuer invoice line items

How to invoice as a Property Valuer property valuer

Property valuers should invoice on delivery of the written report. For commissioned work where a deposit is taken upfront (common for complex commercial valuations), issue the balance invoice when the report is released. For probate valuations, the invoice is typically addressed to the estate executor or solicitor. Ensure the instruction letter and invoice clearly state who is responsible for payment — the estate or the instructing solicitor's firm. For volume residential work (Help to Buy, lender panel valuations), fees are often set by the lender's fee scale. Invoice to the lender's panel management company rather than the borrower.