Landed & Historic Estates
Respecting the past, protecting the future
As an estate owner or custodian you’re likely to meet many challenges when it comes to safeguarding assets and passing them on to the next generation. We were founded to provide just the kind of practical and grounded advice you need and have grown to become leaders in the field.
Clear, thorough and knowledgeable
From farming and mineral extraction to tourism and sports, we work with over 50 landed estates in England and Wales involved in all manner of enterprises. Calling on specialists when needed from our property, probate, trust administration, employment, litigation and company commercial departments, our multi-disciplinary team can cover any eventuality that might impact your case.
We provide strategic and commercial advice on all areas of wealth management and succession planning. This ranges from wills and trusts to tax matters including inheritance, capital gains, stamp duty land tax and agricultural and business property relief.
When it comes to historic estates, we’re often recommended by the Heritage Team of HM Revenue & Customs, Capital Taxes to provide independent advice to taxpayers. We’re also experienced in advising clients on Heritage Maintenance Fund set-up and maintenance.
