Public Sector: Case Study 1


AAB were engaged in early 2011 to assist a trust that owned and operated a substantial mixed estate in the North East through the planning and undertaking of a large scale property development of nearly 5000 houses and other related uses on part of the Trust land.

Our Approach

  • Fundraising multiple times for planning fees over the course of the Development planning phase
  • Strategic planning advice and assistance with negotiations on commercial deals
  • Established banking and other loan facilities, set up of monitoring systems to monitor and record infrastructure and other expenditure
  • Acting as advisors in order to secure infrastructure funding deal
  • Working alongside other advisors to provide relevant and accurate advice
  • Providing gateway to brokers to facilitate bond deals for construction work
  • Optimising the structure of house builder deals to minimise the potential Capital Gains Tax impact
  • Providing frequent cashflow planning reports and advice

The Benefits to the Client

  • Access to advice from all of our teams' expertise channelled into the specifics of one project
  • Significant cost and tax savings through practical budgeting, management and tax advice allowing the Trust to manage its own tax affairs effectively
  • Delayed tax payments due to efficient structuring of deals
  • Comfort through implementation of excellent financial control systems, coupled with proactive advice designed to maximum future financial performance
  • Value added input via full integration and constant support of AAB staff in the development team

The Plus Factor in Action

  • We helped our client make money by securing the best deals available to enable funding of the infrastructure works
  • We saved our client time by handling the outsourced accounting of the transactions incurred by the Development and all accounting regulatory requirements
  • We gave our client peace of mind by acting as financial and commercial advisors throughout the length of the project and providing an external viewpoint
  • We supported them now and in the future by preparing short and long-term scenario forecasts to envisage the outcome of the overall project along with each individual element
Lesley Fordyce web keycontact

Key Contact

Lesley Fordyce
Managing Director, Consulting

This email address is being protected from spambots. You need JavaScript enabled to view it.
+44 1224 625111