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Strategic Reviews

The rural industry is in an era of monumental change, bringing with it both challenges and opportunities that will affect the way rural property can be structured and managed.

It has never been more important to take a step back and look at your estate, farm or landholding. Appointing an independent expert to prepare a review is likely to be a very informative and rewarding experience.

Overview

A strategic review will include a comprehensive evaluation of an estate, farm or landholding.

It will enable agricultural, residential, commercial and diversified assets to be optimised and to evolve, taking advantage of new opportunities and to provide resilience.

As part of the Carter Jonas strategic review process, our first step is to work very closely with our client to obtain a thorough understanding of the current assets and their aspirations.

Reviews can take various forms, ranging from an audit of let property compliance, a benchmarking review which will compare the financial performance of your assets, all the way up to a comprehensive estate strategy review. Crucially, it can tailored to whatever you require.

Mark Charter

Partner, Rural

MRICS MARLA

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Services

  • Financial performance, profitability and cost control with assistance from Carter Jonas’ Rural Estate Benchmarking and Model Estate performance models

  • Compliance and regulatory matters

  • Land occupation arrangements including landlord and tenant matters, AHA tenancies, FBTs, licences, contract and in-hand farming models

  • BPS, stewardship, transition and other grant funding opportunities

  • Natural capital, biodiversity, carbon offset, environmental and sustainability action plans

  • Forestry management, woodland planting, grant funding and carbon code eligibility

  • Diversification

  • Leisure and tourism

  • Finance and funding

  • Farming enterprises and business structures

  • Planning and development

  • Country House Solutions including household management

  • Building and condition surveys

  • Energy including solar, wind, battery storage and anaerobic digestion

  • Minerals and waste management

  • Valuation

  • Succession planning and supporting generational change

  • Tax planning

Why Choose Carter Jonas?

Our experienced team act as trustees, managing agents and consultants to a wide array of estates, farms and land holdings across the United Kingdom. We advise a number of the country’s high profile landed estates and historic houses, and also commercial farming and forestry enterprises.

Building on this experience, each of our rural agents draws on the specialisms from across our rural division and, where necessary, will also engage experts from our commercial, residential, planning, development, infrastructure, and energy teams.

Meet the Team

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  • Est. 1855

    Leading the property industry for over 160 years

  • 700+

    Property experts working across the UK

  • 9,500+

    Active registered buyers and tenants on our database

  • 99.6%

    of asking prices achieved

Need more tailored advice? Get in touch with your local office.

Our team will contact you directly to discuss your property needs.