Our services
We look after a large number of landed estates. We act for landed estates whose combined acreage exceeds 300,000 acres (excluding Scottish Estates). We give advice on all financial aspects of running an estate, dealing with such issues as:
- ownership of land and the principal residence, involving planning for the next generation and mitigating potential inheritance tax problems
- capital gains tax
- development land
- income tax and accounts
- in-hand farms, woods, sporting, minerals and tenancies
All these issues are dealt with in the context of a family's overall long and medium term strategy. We believe it is crucial to define this strategy and set the necessary objectives in order to deliver proactive advice. We have a wealth of experience in dealing with family trusts and are able to deliver services in the context of trustees' instructions.
Who we work with
We work closely with other departments in Smith & Williamson to provide comprehensive advice relating to a landed estate, which can include:
- tax planning
- investment advice and planning
- assurance & accounting services
- advice on VAT planning in relation to property structures and transactions
- tax advice for businesses
Contact us
To speak to one of our experts about landed estates contact:
Susan Shaw
tel: 01722 434831
email: Susan Shaw
Andrew Lockwood
tel: 01722 434809
email: Andrew Lockwood
Jerry Barnes
tel: 0117 376 2043
email: Jerry Barnes
