A brief introduction
I manage the Rural Business and Landed Estates team. Being from a farming background myself gives me a understanding of the issues facing both farmers and landed estates.
I spend most of my time advising farms and rural clients in relation to their tax and accounting needs. This can be a very diverse task in the ever changing taxation and farming environment. As part of my role I often find myself helping clients with both diversification and development projects as these become a more important element of the modern farm and estates income stream.
I have a particular specialism in advising corporate farms and estates including the audit of these entities where appropriate. Having a manager and staff who really understand the farming process is a great advantage during an audit, as this means that work can be tailored to the rural environment and really relevant and constructive feedback can be provided to the directors as part of the process. This corporate knowledge also allows me to advise clients in relation to the alternative business structures that are now often put in place, especially in relation to firm diversification activities and renewable energy.
I also manage a portfolio of corporate non rural businesses. With the diversification of farm businesses, this experience allows me to proactively advise rural clients in relation to the advantages and pitfalls of these activities.
Outside of work I am actively involved in the financial management of the family farm and can even be seen stacking bales and moving cattle on the lanes of Wiltshire at busy times of year. This gives me a first had insight into both the day to day working of the farm environment, as well as more difficult areas such as succession planning and inheritance.
I am a professional member of the CLA, NFU and the ICAEW Farming and Rural Business Group.
Audit for farming and rural clients
Strategic estate planning