Case studies

Urban estate - leasehold reform 

Leasehold reform is a major issue for urban estates.  Our client had a number of residential leaseholders wishing to compulsorily purchase their freehold or extend their lease, generating significant capital gains.  We advised on successful strategies for deferring these gains.  The key issue was whether the repurchase of a leasehold interest constituted an acquisition of new land for the purposes of rollover relief provisions.  

We devised a strategy to ensure that the gains arising could be rolled over into the repurchase of long leasehold interests, allowing the client to protect interests and defer significant capital gains.

Rural estate

Inheritance tax planning is an important part of preservation and continuation of the ownership of an estate. Often there is a diverse ownership of the estate, it being divided between family members and trustees. In order to deal with this we prepare a financial statement of the family’s financial position, which we refer to as a Blue Book. It provides an important overview of the family, their trusts and business balance sheets at any particular date, as well as providing an ability to run what-if calculations on tax and asset transfers.

Contact us

To speak to one of our experts about landed & urban estates contact:

Susan Shaw
tel: 01722 434831
email: Susan Shaw

Or contact another member of the team.