Tax Trust & Estate Planning
Valuations for specific legislation. We provide valuation advice to clients for the purpose of business and property succession and transfer working with the client, their solicitor and accountant.
What services do we provide?
- Inheritance Tax (IHT) lifetime gifts
- Probate (IHT)
- Capital Gains Tax (CGT)
- Corporation Tax (CT)
- Pre-owned Asset Rules (POA)
- Annual Taxation on Enveloped Dwellings (ATED)
- Income Tax (IT)
- Business Rates and Council Tax
- Stamp Duty Land Tax (SDLT)
- Principal Private Residence Relief (CGT)
- Pension Investment including SIPPs
See also Succession & Business Restructuring
Meet the Succession Planning Team
Edward Dyke
Partner
Sturminster Newton
FRICS FAAV
Department: Rural and Agricultural, Professional, Sturminster Newton Rural and Agricultural
Speciality: Agricultural Tenancies, Agricultural Appraisals, AMC Boundary Disputes, Compensation, Compulsory Purchase, Contract Farming, Development Land, Diversification, Easements, Expert Witness, Farm Business Tenancies, Farms and Land, Grass Keep, Option Agreements, Options, Planner, Preparation of Plans for Land Registry, Probate, Promotions, RICS Registered Valuer, RICS Valuer, Tax Planning, Valuations, Valuations for Banks, Wayleaves
07787 128286
edyke@symondsandsampson.co.uk
Read More
Richard Miller
Managing Partner
Dorchester, Poundbury Burraton House
MRICS FAAV
Department: Rural and Agricultural, Professional, Dorchester Rural and Agricultural, Burraton Rural and Agricultural
Speciality: Agricultural Tenancies, Boundary Disputes, Compensation, Compulsory Purchase, Contract Farming, Development Land, Easements, Estate Management, Farm Business Tenancies, Option Agreements, Options, Preparation of Plans for Land Registry, Probate, Promotions, RICS Registered Valuer, RICS Valuer, Tax Planning, Valuations, Wayleaves
01305 236574
rmiller@symondsandsampson.co.uk
Read More
Patrick Woodford
Partner
Bridport, Poundbury Burraton House
MRICS FAAV
Department: Bridport Rural and Agricultural, Professional, Burraton Rural and Agricultural, Rural and Agricultural
Speciality: Agricultural Tenancies, Agricultural Appraisals, Biodiversity Net Gain, Boundary Disputes, Compensation, Development Land, Diversification, Easements, Energy, Estate Management, Expert Witness, Farm Business Tenancies, Grass Keep, Option Agreements, Options, Planner, Preparation of Plans for Land Registry, Probate, Promotions, RICS Registered Valuer, RICS Valuer, Tax Planning, Valuations, Valuations for Banks, Wayleaves
01308 426922
pwoodford@symondsandsampson.co.uk
Read More
Chris Powell
Partner
Devizes
MRICS FAAV
Department: Devizes Rural and Agricultural, Rural and Agricultural, Professional,
Speciality: Agricultural Tenancies, Agricultural Appraisals, Agriculture, Biodiversity Net Gain, BPS, Contract Farming, Development Land, Diversification, Estate Management, Farm Business Tenancies, Farms and Land, Grass Keep, Option Agreements, Options, Preparation of Plans for Land Registry, Promotions, Rural Grants and Subsidies, Tax Planning, Succession Planning
01380 710535
07375 370163
cpowell@symondsandsampson.co.uk
Read More
A-J Monro (Andrew)
Partner, Head of Professional Services
Wimborne
MRICS FAAV APAEWE
Department: Rural and Agricultural, Professional, Wimborne Rural and Agricultural
Speciality: Agricultural Tenancies, AMC, Boundary Disputes, BPS, Compensation, Contract Farming, Development Land, Diversification, Easements, Energy, Expert Witness, Farm Business Tenancies, Farm Finance, Farms and Land, Grass Keep, Option Agreements, Options, Planner, Preparation of Plans for Land Registry, Probate, RICS Registered Valuer, RICS Valuer, Rural Grants and Subsidies, Tax Planning, Telecoms, Valuations, Valuations for Banks, Wayleaves
01202 882103
07867 555838
amonro@symondsandsampson.co.uk
Read More
Jack Edwards
Partner
Salisbury
MRICS FAAV
Department: Rural and Agricultural, Professional, Salisbury Rural and Agricultural
Speciality: Agricultural Tenancies, Agricultural Appraisals, Agriculture, BPS, Compensation, Contract Farming, Diversification, Easements, Estate Management, Farm Business Tenancies, Farms and Land, Grass Keep, Option Agreements, Planner, Probate, RICS Registered Valuer, RICS Valuer, Rural Grants and Subsidies, Valuations, Valuations for Banks, Wayleaves
01722 334323
07747 888385
jedwards@symondsandsampson.co.uk
Read More
Lucy Carnell
Rural Partner
Yeovil
MRICS
Department: Yeovil Rural and Agricultural, Rural and Agricultural, Professional
Service: BPS, Compensation, Compulsory Purchase, Easements, Farms and Land, Grass Keep, Preparations of Plans for Land Registry, Probate, RICS Registered Valuer, RICS Valuer, Rural Grants and Subsidies, Valuations, Wayleaves
01935 382901
07940 256550
lcarnell@symondsandsampson.co.uk
Read More
Sarah Vere
Head of Tiverton Professional
Tiverton
MRICS FAAV
Department: Rural and Agricultural, Tiverton Rural and Agricultural, Professional
Speciality: Agricultural Tenancies, Agricultural Appraisals, Agriculture, BPS, Compensation, Compulsory Purchase, Contract Farming, Diversification, Farm Business Tenancies, Farms and Land, Grass Keep, Preparation of Plans for Land Registry, Rural Grants and Subsidies
01884 218911
svere@symondsandsampson.co.uk
Read More
How else can we help you?
As a multi-disciplinary firm, our agents can also provide a wide range of professional services across Dorset, Devon, Somerset, Wiltshire, Hampshire & Cornwall.
Rural Services Commercial Services Residential Services