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
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.
Well it all went through this week due in no small part to your excellent and swift survey thank you
Thank you very much for the report and your sound advice. And to Sarah for organising the survey so quickly. I am so grateful to have the facts to make an informed decision and have gone back to the estate agents to re-negotiate.
Excellent service from Ryan and if we need a valuation again, we will 100% be using him
A huge part of the success of the Managing Agent role is directly related to establishing and maintaining sound and effective procedures and having a trusted and available central contact point for shareholders, that is where you fit in….. Thanks to your (largely) unseen work in the background, the implementation of a brand new managing agency facility for three very different MANCOs and in the teeth of a Global pandemic has been remarkably smooth.
On behalf of ..... Farms I would just like to thank you for all your input in securing planning consent with a detailed set of plans drawn up in a very professional way
