The Landed Estates & Farm Tax Conference: The 4th Annual Edition

Networking & Registration
9.00am

Chairs' Opening Remarks
9.30am

Keynote: An Update from the CAAV
9.40am

Case Study: Landed Estate Management Under the New Regime
10.20am

• Estate planning for the future
• Tax liabilities to be aware of
• Structures that would be of benefit

Networking & Refreshment Break
10.50am

Pre-2026 Tax and Estate Planning to Maximise APR/BPR Before the Changes
11.10am

• Identifying strategies to secure APR and BPR under current rules  
• Timing of asset transfers to minimise exposure to changing regulations  
• Balancing operational control with ownership to optimise reliefs  
• Understanding valuation techniques for agricultural and business assets  
• Evaluating risks associated with partial relief losses or challenges 

Post-2026 Tax and Estate Planning Once the New Rules Arrive 
11.50am

• Anticipated changes to APR and BPR and their practical implications  
• Reassessing asset ownership structures in light of revised eligibility criteria  
• Exploring new opportunities for succession planning within reformed tax frameworks  
• How diversification of farm activities may affect tax efficiency  
• Engaging with policymakers and preparing for transitional provisions 

Networking & Lunch Break
12.35pm

Updates on Carbon Recovery and Eco-System Services
1.30pm

• Landscape recovery
• Rewilding and natural capital opportunities
• Legal and tax considerations

Navigating Inheritance Tax Matters 
2.15pm

• Structuring wills and trusts to mitigate inheritance tax exposure  
• Managing intergenerational transfer challenges in landed estates  
• Valuation complexities for IHT purposes, especially with diverse land use  
• Leveraging lifetime gifting to reduce IHT liabilities  
• Impact of lifetime IHT thresholds and policy adjustments on farming estates 

Networking & Refreshment Break
3.00pm

Examining Valuation of Estates
3.20pm

• Assessing the financial impact of carbon and eco-system service projects on estate valuation 
• Adjusting valuation methods to reflect changing agricultural use and renewable energy initiatives 
• Estate valuation in the context of the new tax regime 
• Market trends influencing the valuation of rural land and assets 

Analysing Issues of Contested and Contentious Probate
4.05pm

• Role of mediation and alternative dispute resolution in farm-related estates  
• Effect of agricultural valuations on probate disputes  
• Addressing familial disagreements over land distribution 

Chairs’ Closing Remarks & End of Conference
4.50pm