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

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.

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