Tax Trust & Estate Planning
Valuations for specific legislation
We provide valuation advice to clients for the purpose of business and property succession and transfer working with the client, their solicitor and accountant.
- Inheritance Tax (IHT) lifetime gifts
- Probate (IHT)
- Capital Gains Tax (CGT)
- Corporation Tax (CT)
- Pre-owned Asset Rules (POA)
- Annual Taxation on Enveloped Dwellings (ATED)
- Income Tax (IT)
- Business Rates and Council Tax
- Stamp Duty Land Tax (SDLT)
- Principal Private Residence Relief (CGT)
- Pension Investment including SIPPs
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 have enjoyed a successful working relationship with Symonds and Sampson stretching over some 20 years in both acquiring development sites and the successful marketing of our completed homes. Working across different departments and offices, we have always found everyone to highly supportive, experienced professionals with exceptional knowledge of the industry. We very much look forward to continuing our partnership and hope to be working on many more projects together in the future.
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 have dealt with Andy Wakinshaw of Symonds & Sampson for 15 years or so for the sale of our residential properties and cannot fault the level of service and expert advice throughout the process. We have also benefitted from purchasing at Auction for development from purchasing at Auction for development land to extend our portfolio, the service was excellent.
