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

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

Make an enquiry today

Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us: hello@teeslaw.com.

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

Due to the circumstances, please call us if you would have wanted a home visit, and we can organise the best and safest way of being in touch.

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