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

Your Words, Not Ours

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.

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