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 would just like to say a huge thank you for all the time, effort and expertise you have shown us when dealing with both the machinery sale and subsequently the formal letting of the farm.

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.

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