Agricultural Estate & Tax Planning

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Introduction

Preserve your legacy. Protect your land.

Managing an agricultural estate involves more than day-to-day operations — it’s about planning for the future. At Porter Dodson, we help landowners, farmers, and rural businesses protect their assets, reduce tax exposure, and ensure a smooth transition to the next generation.

Our experienced team provides tailored legal advice on succession, inheritance tax, trusts, and business structuring — all designed to safeguard your agricultural legacy and support long-term sustainability.

How We Help

Succession Planning for Agricultural Estates

Strategic advice on passing land, assets, and management responsibilities to future generations
Balancing family dynamics with business needs
Structuring partnerships or trusts to support long-term continuity

Inheritance Tax (IHT) Planning

Minimising IHT through Agricultural Property Relief (APR) and Business Property Relief (BPR)
Advising on lifetime gifts, charitable donations, and tax-efficient transfers
Structuring estates to reduce tax burdens for heirs

Trusts & Estate Management

Establishing and managing family, land, or business trusts
Ongoing trust administration and compliance
Protecting agricultural assets for future generations

Tax-Efficient Business Structures

Advising on partnerships, family companies, and sole proprietorships
Restructuring for operational and tax efficiency
Supporting estate planning through business model optimisation

Will Writing & Estate Administration

Drafting clear, comprehensive wills tailored to agricultural estates
Probate and estate administration services
Managing asset distribution and legal obligations after death

Land & Property Tax Advice

Guidance on SDLT, land value tax, and other property-related taxes
Tax planning for land sales, transfers, and development
Ensuring compliance while maximising tax efficiency

Dispute Resolution in Agricultural Estates

Resolving inheritance, succession, and family disputes
Mediation, negotiation, and litigation support
Protecting relationships and preserving the agricultural legacy

Laura was excellent at dealing with the sale of the land. We had a sensitive case to deal with as it involved dividing the proceeds of the sale between two people. She did all the work with efficiency, professionalism and tact.

Anonymous

A very professional and well communicated service.

Anonymous

Quick responses, kept up to date, informed at each stage. Thank you.

Anonymous

Clear explanation of process, excellent communication via phone email and post. Good value for service provided. Good anti-Covid provisions.

Anonymous