Accurate, compliant, and trusted SIPP valuations
Our team of RICS Registered Valuers specialises in providing accurate and HMRC-compliant valuations for properties held within Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS). With years of experience in both commercial and residential sectors, we deliver reports that meet the requirements of pension trustees, administrators, and financial advisers.
Whether your SIPP holds a single commercial unit, a portfolio of mixed-use properties, or development land, we ensure your valuation is robust, fully documented, and suitable for regulatory and tax purposes.
Why SIPP valuations matter
A property valuation within a SIPP is more than just a market estimate – it’s a crucial part of pension fund management. From purchase to periodic reviews, accurate valuations help ensure:
Compliance with HMRC and trustee requirements
Fair market assessments for transfers, purchases, or disposals
Informed decision-making for investment performance
Accurate reporting for pension audits and accounts
Our SIPP valuation services
We provide valuations for:
• Initial acquisitions – assessing fair market value before purchase
• Annual and periodic reviews – ensuring ongoing compliance
• Pension transfers – establishing value for SIPP or SSAS transfers
• Disposals – market assessments for sale or buy-back transactions
• Taxation – valuations for Capital Gains Tax (CGT) and other liabilities
• Specialist knowledge you can rely on
At DGRE, we understand that pension property valuations require more than just market knowledge – they demand precision, independence, and a deep understanding of SIPP structures. Our team works closely with pension providers, solicitors, and financial advisers to ensure every valuation is clear, compliant, and delivered on time.
Whether you are a pension trustee, scheme member, or financial professional, DGRE can provide the insight and expertise you need to protect and grow your pension investments.
