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

I thank you sincerely for your exceptionally useful help in working out how best to respond to the recent overage buy-out offer, we are very appreciative. I really welcome all the truly excellent professional assistance that we receive in north Dorset with regard to financial matters.

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.

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