Succession-Tax, Trust & Estate Planning
Helping you plan for the future
There are only two certainties in life; death and taxes. It is crucial you have a plan in place for your business or estate to ensure its continued success.
Protecting Your Interests
We are frequently instructed to provide valuation advice to clients for the purpose of business and property succession and transfer. This often requires working as part of a team with the client, their solicitor and accountant, to find practical solutions to minimise liability for capital taxation at critical stages such as:
- Property acquisition or disposal
- Agricultural and business property relief
- Business succession
- Retirement and death
- Partnership dissolution
Our Professional Services Team
Jan Merriott
Dorchester, Poundbury Archpoint House, Poundbury Burraton House
BSc (Est Man), MRICS
Your Words, Not Ours
We would just like to say a huge thank you for all the time, effort and expertise you have shown us when dealing with both the machinery sale and subsequently the formal letting of the farm.
I thank you sincerely for your exceptionally useful help in working out how best to respond to the recent overage buy-out offer, we are very appreciative. I really welcome all the truly excellent professional assistance that we receive in north Dorset with regard to financial matters.
I wanted to thank you very much for all your guidance and help you have given us in getting the approval for the new dwelling on the farm. It is very good news. Your help and input has been the key factor to us getting planning permission.
