Succession-Tax, Trust & Estate Planning

Helping you plan for the future

There are only two certainties in life; death and taxes. It is crucial you have a plan in place for your business or estate to ensure its continued success.

Protecting Your Interests

We are frequently instructed to provide valuation advice to clients for the purpose of business and property succession and transfer. This often requires working as part of a team with the client, their solicitor and accountant, to find practical solutions to minimise liability for capital taxation at critical stages such as:

  • Property acquisition or disposal
  • Agricultural and business property relief
  • Business succession
  • Retirement and death
  • Partnership dissolution

Your Words, Not Ours

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.

We found Symonds and Sampson refreshing to deal with, agents we could actually talk to. They took their time to fully understand the market and we used them across many of our storage locations in Somerset. They were professional and knew their industry as well as the whole valuation process. We would happily use them again and recommend them.

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