Estate Strategy Planning

Cunliffes Strategic Estate Planning Team’s starting point is to ascertain what the clients’ and/or Trustees’ objectives and ambitions are for the estate. We know that the responsibilities on Trustees are always growing, with a corresponding burden of personal liability, that is why our service is in such demand from those who look for peace of mind and/or a step up in performance.

Having established the goal – be it succession planning, enhancing the value of the property, improving the revenue performance of their asset, or just a ‘health check’ of an existing strategy – the team undertakes an assessment of the property and makes its recommendations accordingly. Our experience enables us to quickly identify and assess the issues, understand the opportunities and constraints and make recommendations which are based on our conclusions.

Underpinning our service is a proven model of offering an integrated service which draws on our multi-disciplined capability, delivered by our specialist teams – who are all experts in their own fields. This cross-discipline work ethic allows us to work very closely with clients’ accountants, legal advisors and tax planners to ensure that our clients always receive an integrated and holistic recommendation, designed to optimise their estate’s strategy and plan. Sometimes it is necessary to review the roles and responsibilities of an estate and organisation structure and, where necessary, make recommendations to optimise the management and business plan.

Our specialist Strategic Estate Planning services include:

  • Developing long-term business strategies
  • Long-term estate consolidation and growth
  • One-off reviews to analyse and benchmark performance
  • Public relations and local engagement plans
  • Risk Management
  • Succession Planning
  • Trust and tax valuation advice

 

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