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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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& Insights
Keep up to date with the latest from the financial industry, and from our team.
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
Turning mess into success
June 4th, 2025
With tightening environmental requirements, many farmers face large construction outlays for slurry and manure storage
With tightening environmental requirements, many farmers face large construction outlays for slurry and manure storage
With tightening environmental requirements, many farmers face large construction outlays for slurry and manure…
Is it a repair?
May 28th, 2025
‘Repairs and renewals’ is an awkward expression: repairs are usually tax-deductible, while renewals are usually not.
‘Repairs and renewals’ is an awkward expression: repairs are usually tax-deductible, while renewals are usually not.
‘Repairs and renewals’ is an awkward expression: repairs are usually tax-deductible, while renewals are usuall…
Agricultural property relief on land management schemes
May 21st, 2025
Buried among the depressing inheritance tax (IHT) headlines since last autumn, there is one bright spot.
Buried among the depressing inheritance tax (IHT) headlines since last autumn, there is one bright spot.
Buried among the depressing inheritance tax (IHT) headlines since last autumn, there is one bright spot.
Succession planning
May 7th, 2025
For many years, the conventional capital tax planning advice for many farmers was to retain ownership until death.
For many years, the conventional capital tax planning advice for many farmers was to retain ownership until death.
For many years, the conventional capital tax planning advice for many farmers was to retain ownership until de…
Inheritance Tax
February 17th, 2025
The Autumn Budget is estimated to be one of the most tax increasing budgets in recent history.
The Autumn Budget is estimated to be one of the most tax increasing budgets in recent history.
The Autumn Budget is estimated to be one of the most tax increasing budgets in recent history.
Holiday Homes: Impending Changes to Tax Regime for FHLs
December 12th, 2024
Holiday homes, a key farm diversification, face tax changes as FHL tax regime ends in April 2025.
Holiday homes, a key farm diversification, face tax changes as FHL tax regime ends in April 2025.
Holiday homes, a key farm diversification, face tax changes as FHL tax regime ends in April 2025.