Rural: Case Study 1

Background

A family led estate with a traditional mix of forestry, fishing, let farms, residential letting and larger commercial property leases. Under the Scottish Sustainable Communities Initiative, the estate embarked on a Strategic Development Framework for a new community town with approximately 7000 homes with the Masterplan being adopted by the Local Council. The estate received outline planning permission for approximately 5000 homes, with detailed planning permission for 600 homes granted for Phase 1. The estate required to secure additional funding to support the ongoing development initial infrastructure phase.

Our Approach

  • Understood the client's aspirations and long term vision
  • Lead financial advisors in negotiations to secure the appropriate mix of Bank and Scottish Government funding to support the development and initial infrastructure.
  • Prepared annual and long term cashflow forecasts to show short, medium and long term outlook for the development.
  • Developed a bespoke interactive reporting platform, to monitor and report the development income and costs.
  • Advised on complex Capital Gains Tax, Inheritance Tax and VAT matters
  • Collaborate with the client's other key advisors
  • Provide operational support to the estate’s finance team.

The Benefits to the Client

  • Optimising cashflows at front end of the Development by attaining significant tax reliefs in the structuring and attribution of Section 75 planning gain costs.
  • Provide management reports and briefing papers that are useful for making key strategic decisions with the development and estate.
  • Support in areas where they did not have expertise internally.

The Plus Factor in Action

  • We helped our client make money by securing maximum tax reliefs available
  • We saved our client time by providing ongoing strategic and operational support to allow estate staff to focus on their day job
  • We gave our client peace of mind by implementing a robust management reporting framework giving them real-time visibility of their finances and future cashflows and comfort in knowing their long-term visions are attainable
  • We support them now and in future as we have provided compliance services to the estate for many years the client had confidence that we could support them with their continued growth and visions for the future
Derek Mair web

Key Contact

Derek Mair
Partner

derek.mair@aab.uk
+44 1224 625111

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