Estate
Management
Property
Management
Asset Planning & Development
Professional Consultancy
Account
Management
Natural
Capital
Estate Management
- Formulation of bespoke strategic Estate management plans and implementation thereof
- Estate administration
- Landlord and tenant matters
- Management of in-hand businesses including farming, shooting and leisure
- Practical implementation of health and safety policy across Estates
- Diversification
- Trustee and directorship roles
- Project management
Property Management
- Keep and monitor a compliance register to ensure compliance requirements are met
- Implement repair and maintenance programs
- Instruct contractors and monitor progress
- Implementation and review of property management budgets
- Letting of vacant property, advertisements, conduct viewings, creation of tenancy documentation, rent reviews where applicable.
Asset Planning and Development
- Strategic planning: identifying opportunities and advice on the optimisation of estate assets such as redevelopment, alternative uses, diversification, sale of assets where applicable and consideration of the effects of these opportunities ie tax implications.
- Development: opportunities stemming from the overarching Estate strategic plan such as Class Q barn conversions to large scale development, including residential development, renewable schemes, mineral extraction and leisure or commercial opportunities.
- We always consider a holistic view on Estate plans such as Natural Capital opportunities versus potential future development opportunities.
Professional Services
- The strategic sale and purchase of freehold and leasehold properties from individual parcels of land to whole estates.
- Valuations of property for purchase, insurance, probate, financial and other taxation purposes.
- HR advice and management
- Creation, development and implementation of in-hand businesses.
- Advice regarding compulsory purchase, wayleaves and easements.
- Natural capital opportunities for the short and long term
- Renewable energy schemes
Natural Capital
- TBD
Account Management
- Prepare accounts up to financial statement level
- Consolidated account reporting for Estates with multiple entities and the cash flow management for the total Estate
- To keep books of accounts for Estate and In hand trading businesses and provide drawings where appropriate
- Maintain VAT records and submit returns
- Monthly payroll including returns to HMRC
- To provide budgets, cashflows and reconciled management accounts
- To certify all invoices and arrange for payment
- Collection of rents including a Direct Debit rent collection service
- RICS CLIENT MONEY PROTECTION: we belong to a government-approved CMP scheme