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
Jan Merriott
Dorchester, Poundbury Archpoint House, Poundbury Burraton House
BSc (Est Man), MRICS
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.
Many thanks for your expertise in sorting this compensation package
