Succession & Business Restructuring
Tax, Trust & Estate Planning
Helping you assess the present and plan for the future to ensure the continued success of your business or estate.
Protecting Your Interests
We are frequently instructed to provide valuation advice to clients for the purpose of business and property restructuring, succession and transfer. This often requires working as part of a team with clients, their solicitor and accountant, and other organisations to find practical solutions to evaluate current minimise liability for capital taxation at critical stages such as:
- Property acquisition or disposal
- Agricultural and business property relief
- Asset evaluation and business restructuring
- Business succession
- Retirement and death
- Partnership dissolution
Our Professional Services Team
Your Words, Not Ours
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.
We found Symonds and Sampson refreshing to deal with, agents we could actually talk to. They took their time to fully understand the market and we used them across many of our storage locations in Somerset. They were professional and knew their industry as well as the whole valuation process. We would happily use them again and recommend them.
We both really appreciate the work you have put in to get the Agricultural Tie lifted. You deserve a GOLD medal
Thank you for all your hardwork sorting out the BPS and ELS/HLS claims and issues over the past couple of months, much appreciated by the team
James was very helpful and extremely professional as well as being most approachable. I’m so pleased I came to ask you for your help and am very grateful for it.
