Case Study Status: Completed

  • Aerial view of a farm

    May 20, 2026
    Having been instructed to advise on the acquisition of a holding which included land, a residential element and buildings, our…
  • The Sompting site from the air

    May 20, 2026
    On behalf of a local estate, we were instructed first to unpick an existing Option Agreement, followed by price negotiation…
  • Aerial view of Copthorne site

    May 20, 2026
    Following successful disposal of Woodham Place, Woking our retained client instructed us to dispose of this brownfield site in an…
  • Development drawing of the Hamstreet plot

    May 20, 2026
    This sale was the second phase of a previous disposal and will deliver a further 9 houses. The sale completed…
  • Aerial view of the Lubenham farmholding

    May 20, 2026
    We were instructed to dispose of this farmholding, part of which had planning permission for 5 new build houses and…
  • Holiday Let Conversion

    December 16, 2025
    Obtaining Planning Consent for diversification project; Grant Advice; Securing Grant Aid; Analysing Tender Returns; Instruction of Principal Contractor; Supervision of…
  • Cricket Bat Willow, Salix Alba

    December 16, 2025
    When reviewing various diversification options for a existing client, we were able to advise and implement the planting of English…
  • Inheritance Tax Review

    December 16, 2025
    We were instructed to provide advice on the potential Inheritance Tax liability of an Estate by applying the Balfour Test…
  • Four Marks

    April 23, 2025
    We were instructed to advise on the amount due to our clients under an Overage agreement. They disposed of the…
  • Woking case study

    February 15, 2025
    We were selected to market this attractive development site with the benefit of planning permission for 18 residential flats. Following…
Aerial view of a farm

Having been instructed to advise on the acquisition of a holding which included land, a residential element and buildings, our team handled the conveyancing process. We then managed a programme of improvement and maintenance work, before securing tenants for the commercial and residential components. Our instructions included carrying out an in-depth review of the residential property’s condition, and ensuring it was fully compliant with all the relevant legislation. We continue to deliver ongoing management bookkeeping and VAT returns. We have also secured capital grant funding, and manage contractors to ensure work is completed in line with the conditions of such grant aid. By providing a mix of day-to-day services and strategic support, we have enabled our client to expand their investment portfolio with confidence and clarity.