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With over five decades’ experience serving a diverse range of clients in the South West, we possess an unbeatable depth of knowledge across a wide range of industry sectors.
Our specialist partners and teams can provide expert advice on everything from farming and agriculture, to military tax allowances. We’re here to help you make the most of your planning opportunities so that you can grow with confidence.
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Keep up to date with the latest from the financial industry, and from our team.
Ten tips for farming partnerships: Legal, tax and accounting essentials
June 9th, 2026
Farming partnerships are rarely purely commercial - they are rooted in trust, family ties and a devotion to the land.
Farming partnerships are rarely purely commercial - they are rooted in trust, family ties and a devotion to the land.
Farming partnerships are rarely purely commercial - they are rooted in trust, family ties and a devotion to th…
Capital Grants 2026: Key Information for Farm Businesses
May 28th, 2026
DEFRA have now released full guidance for the 2026 Capital Grants scheme, confirming £225 million of funding.
DEFRA have now released full guidance for the 2026 Capital Grants scheme, confirming £225 million of funding.
DEFRA have now released full guidance for the 2026 Capital Grants scheme, confirming £225 million of funding.
Basics of Capital Gains Tax
April 22nd, 2026
CGT applies to most asset disposals, with reliefs available but the technical detail can be a costly if overlooked.
CGT applies to most asset disposals, with reliefs available but the technical detail can be a costly if overlooked.
CGT applies to most asset disposals, with reliefs available but the technical detail can be a costly if overlo…
Inheritance Tax Update
April 7th, 2026
The October 2024 Budget proposed limiting 100% APR and BPR to £1m per person from April 2026, alarming many farmers.
The October 2024 Budget proposed limiting 100% APR and BPR to £1m per person from April 2026, alarming many farmers.
The October 2024 Budget proposed limiting 100% APR and BPR to £1m per person from April 2026, alarming many fa…
Income Tax Planning
April 7th, 2026
As Basic Payment Scheme/Delinked Payments wind down, the last few years have been relatively profitable for many farms.
As Basic Payment Scheme/Delinked Payments wind down, the last few years have been relatively profitable for many farms.
As Basic Payment Scheme/Delinked Payments wind down, the last few years have been relatively profitable for ma…
Welcome changes to inheritance tax allowance
January 8th, 2026
There have been significant positive changes to inheritance tax (IHT).
There have been significant positive changes to inheritance tax (IHT).
There have been significant positive changes to inheritance tax (IHT).
Winter Fuel Benefit 2025/26
November 20th, 2025
Households with at least one occupant born before 21 September 1959 should receive winter fuel benefit.
Households with at least one occupant born before 21 September 1959 should receive winter fuel benefit.
Households with at least one occupant born before 21 September 1959 should receive winter fuel benefit.
Probate & Estate Administration Services
November 13th, 2025
Farming businesses are often multi-generational, with the senior members staying actively involved in partnerships.
Farming businesses are often multi-generational, with the senior members staying actively involved in partnerships.
Farming businesses are often multi-generational, with the senior members staying actively involved in partners…
Gifting Residential Property - Capital Gains Tax Considerations
November 6th, 2025
The Autumn 2024 Budget announced an intention to impose a £1m cap on 100% agricultural and business property reliefs.
The Autumn 2024 Budget announced an intention to impose a £1m cap on 100% agricultural and business property reliefs.
The Autumn 2024 Budget announced an intention to impose a £1m cap on 100% agricultural and business property r…
Understanding Stamp Duty Costs
October 30th, 2025
Stamp duty land tax (SDLT) has become increasingly complex and expensive over the years.
Stamp duty land tax (SDLT) has become increasingly complex and expensive over the years.
Stamp duty land tax (SDLT) has become increasingly complex and expensive over the years.
Planning For Inheritance Tax Changes on Deaths from April 2026
October 23rd, 2025
Rarely has any tax change created so much uncertainty in the farming sector.
Rarely has any tax change created so much uncertainty in the farming sector.
Rarely has any tax change created so much uncertainty in the farming sector.
Protecting your family
June 18th, 2025
As a farmer, you undoubtedly have various insurances in place
As a farmer, you undoubtedly have various insurances in place
As a farmer, you undoubtedly have various insurances in place