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STRATEGIC ADVICE
With an in-depth and day-to-day experience of issues relating to Agricultural Property Relief, Business Property Relief, and the wider implications of Inheritance Tax, Ingham and Yorke is well-placed to advise clients generally on matters relating to strategic planning. This includes the planning of succession within landowning families, succession planning for owner-occupiers and tenanted farms, and through to negotiations with HMRC.
Our practical knowledge is often of great help when clients are discussing such matters with their legal and accountancy advisors and need well-directed advice as to how to best to achieve the necessary reliefs. As part of this, we always emphasis that the owner’s long-term objectives are not obscured by a changing and increasingly complex tax system.
First-hand experience by professional staff as active Trustees provides focus and perspective from all sides of strategic discussions.

"After engaging in a comprehensive discussion with the client about their goals and concerns regarding for their property portfolio, we conducted a detailed review to explore the most suitable options taking into all factors including the current economic and political frameworks in place. We provided advice in conjunction with other key property professionals on strategies for transferring ownership to the next generation, including the use of trusts, and potential sales opportunities aimed at generating income and minimising liabilities. Our recommendations were tailored to align with the client’s long-term objectives, ensuring a balanced approach."
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