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

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.

Thank you so much for all you have done. Like you said, it was never going to be black & white but we got there in the end.

Your talk and quiz for our members was very interesting and informative and was well received by everyone who attended.

To have your help and wonderful support so spurred us on. The generosity of all your staff has been overwhelming and to pick up today's cheque was the icing on the cake - thank you.

Many thanks for your expertise in sorting this compensation package

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