Wealth management for farmers and landowners

Planning with tax efficiency firmly in mind is key to the financial future of your agricultural business

James Appleby, Bishop's Stortford
James Appleby, Financial advice and Wealth management specialist in Bishops Stortford

Famers and landowners: Expert wealth management advisers

Our specialist agricultural wealth management advisers work with clients to help them pass on their farm and land assets to the next generation in a well-planned and tax-efficient way.

This involves taking full advantage of Inheritance Tax reliefs (IHT), including Business Property Relief (BPR) and Agricultural Property Relief (APR). 

Our specialist services: 

  • Tax planning – taking a review of the balance of trading versus investment activities that your farming business undertakes and making any necessary adjustments. We will also help you make full use of Trusts, Partnership Agreements and other ownership structures to enable you to pass on assets tax-efficiently
  • Protection planning – putting in place insurance policies, such as life assurance, which can help smooth the way to a fair succession agreement
  • Investments – helping you create a diversified and balanced investment portfolio to act as a buffer against the unexpected
  • Pensions and retirement planning – we advise farming clients on the full range of pension schemes, including Small Self-Administered Pension Schemes (SSASs), an asset that can be inherited and kept within the family across generations

We’re here to help

Our specialist advisers are based in:

Cambridgeshire: Cambridge

Essex: BrentwoodChelmsford, and Saffron Walden

Hertfordshire: Bishop's Stortford and Royston 

But we can help you wherever you are in England and Wales.

Call our financial specialist advisors on 0808 231 1320

Make an enquiry today

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