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 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.

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