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 shall continue to use Symonds & Sampson for any land agency work with our smallholding and appreciate the complete facilities the firm can provide.
Many thanks for providing this helpful information and the informal valuation to our solicitors Ramsdens. I appreciate you doing this so promptly and at such short notice.
Many thanks for your expertise in sorting this compensation package
