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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
01258 474261
07787 128286
edyke@symondsandsampson.co.uk

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

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

Chris Powell


Rural Partner
Devizes

BSc(Hons) 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, Expert Witness, Farm Business Tenancies, Farms and Land, Grass Keep, Option Agreements, Options, Preparation of Plans for Land Registry, Promotions, Rural Grants and Subsidies, Tax Planning

01380 710535
07375 370163
cpowell@symondsandsampson.co.uk

A-J Monro (Andrew)


Partner, Head of Professional Services
Wimborne

BSC(Hons) 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

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

Lucy Carnell


Rural Surveyor
Yeovil

BSc (Hons) 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
07940256550
lcarnell@symondsandsampson.co.uk